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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 | $40,180 | $106,864-62.4% | $147,318-72.7% | $82,637-51.4% |
| Participation rate | 53.3% | 75.5%-22.2pp | 82.1%-28.7pp | 68.1%-14.7pp |
| Annual return | 15.33% | 27.49%-12.2pp | 70.43%-55.1pp | 53.51%-38.2pp |
| Employer contribution / active EE | $979 | $3,417-71.3% | $4,593-78.7% | $2,552-61.6% |
| Participant deferral / active EE | $2,110 | $6,496-67.5% | $7,906-73.3% | $4,126-48.9% |
| Admin fee / account holder | $3,586 | $8,415-57.4% | $13,708-73.8% | $7,339-51.1% |