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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 | $76,834-53.0% | $108,359-66.6% | $87,485-58.7% |
| Participation rate | 27.8% | 61.7%-34.0pp | 70.1%-42.3pp | 68.9%-41.2pp |
| Annual return | 16.82% | 19.09%-2.3pp | 36.89%-20.1pp | 26.06%-9.2pp |
| Employer contribution / active EE | $951 | $1,556-38.9% | $2,399-60.4% | $2,596-63.4% |
| Participant deferral / active EE | $439 | $3,100-85.9% | $4,137-89.4% | $4,274-89.7% |
| Admin fee / account holder | $8,981 | $6,537+37.4% | $9,741-7.8% | $7,775+15.5% |