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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 | $58,551 | $97,550-40.0% | $120,344-51.3% | $87,485-33.1% |
| Participation rate | 33.3% | 72.8%-39.5pp | 76.7%-43.4pp | 68.9%-35.6pp |
| Annual return | 12.59% | 18.41%-5.8pp | 20.30%-7.7pp | 26.06%-13.5pp |
| Employer contribution / active EE | $746 | $2,291-67.4% | $3,020-75.3% | $2,596-71.3% |
| Participant deferral / active EE | $1,209 | $4,230-71.4% | $5,135-76.5% | $4,274-71.7% |
| Admin fee / account holder | $13,554 | $9,543+42.0% | $12,742+6.4% | $7,775+74.3% |