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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 | $54,983 | $72,486-24.1% | $87,103-36.9% | $72,976-24.7% |
| Participation rate | 37.5% | 72.8%-35.3pp | 76.9%-39.4pp | 69.5%-32.0pp |
| Annual return | 22.26% | 24.46%-2.2pp | 28.19%-5.9pp | 81.02%-58.8pp |
| Employer contribution / active EE | $578 | $1,894-69.5% | $2,521-77.1% | $2,440-76.3% |
| Participant deferral / active EE | $1,213 | $3,270-62.9% | $4,049-70.0% | $3,608-66.4% |
| Admin fee / account holder | $764 | $5,055-84.9% | $7,491-89.8% | $5,124-85.1% |