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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 | $39,259 | $86,938-54.8% | $102,423-61.7% | $80,925-51.5% |
| Participation rate | 40.5% | 72.4%-31.8pp | 76.5%-36.0pp | 67.7%-27.1pp |
| Annual return | 11.28% | 18.89%-7.6pp | 29.42%-18.1pp | 35.65%-24.4pp |
| Employer contribution / active EE | $793 | $2,369-66.5% | $3,023-73.8% | $2,756-71.2% |
| Participant deferral / active EE | $793 | $4,120-80.7% | $5,054-84.3% | $4,299-81.5% |
| Admin fee / account holder | $853 | $8,053-89.4% | $9,455-91.0% | $6,940-87.7% |