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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 | $37,297 | $69,977-46.7% | $108,582-65.7% | $62,881-40.7% |
| Participation rate | 55.6% | 72.9%-17.3pp | 79.6%-24.0pp | 69.3%-13.7pp |
| Annual return | 8.24% | 10.73%-2.5pp | -51.70%+59.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,070 | $2,135-49.9% | $3,758-71.5% | $2,281-53.1% |
| Participant deferral / active EE | $246 | $3,165-92.2% | $4,311-94.3% | $3,203-92.3% |
| Admin fee / account holder | $538 | $5,076-89.4% | $7,645-93.0% | $4,296-87.5% |