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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 | $36,769 | $87,060-57.8% | $105,591-65.2% | $80,911-54.6% |
| Participation rate | 43.5% | 70.4%-26.9pp | 75.3%-31.7pp | 67.6%-24.1pp |
| Annual return | 12.09% | 17.05%-5.0pp | 116.43%-104.3pp | 35.63%-23.5pp |
| Employer contribution / active EE | $901 | $2,396-62.4% | $3,166-71.6% | $2,756-67.3% |
| Participant deferral / active EE | $1,659 | $3,986-58.4% | $5,008-66.9% | $4,297-61.4% |
| Admin fee / account holder | $1,653 | $8,442-80.4% | $11,024-85.0% | $6,935-76.2% |