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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 | $30,891 | $86,949-64.5% | $102,460-69.9% | $80,959-61.8% |
| Participation rate | 56.3% | 72.4%-16.1pp | 76.5%-20.3pp | 67.7%-11.4pp |
| Annual return | 24.68% | 18.89%+5.8pp | 29.47%-4.8pp | 35.67%-11.0pp |
| Employer contribution / active EE | $1,487 | $2,370-37.3% | $3,025-50.9% | $2,757-46.1% |
| Participant deferral / active EE | $1,783 | $4,121-56.7% | $5,056-64.7% | $4,300-58.5% |
| Admin fee / account holder | $1,053 | $8,048-86.9% | $9,460-88.9% | $6,925-84.8% |