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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 | $41,197 | $64,909-36.5% | $82,312-50.0% | $62,293-33.9% |
| Participation rate | 36.7% | 74.9%-38.2pp | 76.9%-40.2pp | 69.5%-32.8pp |
| Annual return | 16.42% | 21.18%-4.8pp | 25.88%-9.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $827 | $1,676-50.7% | $2,428-66.0% | $2,042-59.5% |
| Participant deferral / active EE | $1,277 | $3,103-58.8% | $3,706-65.5% | $3,169-59.7% |
| Admin fee / account holder | $455 | $440+3.6% | $5,608-91.9% | $479-5.0% |