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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,135 | $106,280-69.8% | $96,538-66.7% | $139,487-77.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 15.78% | 38.48%-22.7pp | 35.74%-20.0pp | 373.84%-358.1pp |
| Employer contribution / active EE | $975 | $4,107-76.3% | $3,740-73.9% | $4,755-79.5% |
| Participant deferral / active EE | $1,213 | $5,457-77.8% | $4,880-75.1% | $6,713-81.9% |
| Admin fee / account holder | $1,021 | $7,888-87.1% | $6,737-84.8% | $11,407-91.0% |