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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 | $36,148 | $73,787-51.0% | $98,716-63.4% | $82,448-56.2% |
| Participation rate | 27.8% | 61.4%-33.6pp | 69.3%-41.5pp | 68.1%-40.3pp |
| Annual return | 16.82% | 18.57%-1.7pp | 31.81%-15.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $951 | $1,511-37.1% | $2,279-58.3% | $2,551-62.7% |
| Participant deferral / active EE | $439 | $3,081-85.8% | $4,048-89.2% | $4,139-89.4% |
| Admin fee / account holder | $8,981 | $6,500+38.2% | $8,703+3.2% | $7,234+24.1% |