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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 | $39,613 | $76,371-48.1% | $93,621-57.7% | $72,976-45.7% |
| Participation rate | 39.7% | 71.8%-32.0pp | 75.8%-36.1pp | 69.5%-29.7pp |
| Annual return | 18.72% | 25.82%-7.1pp | 32.76%-14.0pp | 81.02%-62.3pp |
| Employer contribution / active EE | $574 | $2,276-74.8% | $2,719-78.9% | $2,440-76.5% |
| Participant deferral / active EE | $760 | $3,538-78.5% | $4,070-81.3% | $3,608-78.9% |
| Admin fee / account holder | $21,197 | $6,839+209.9% | $7,890+168.7% | $5,124+313.7% |