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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 | $37,491 | $84,953-55.9% | $163,379-77.1% | $82,637-54.6% |
| Participation rate | 41.7% | 65.9%-24.3pp | 76.8%-35.2pp | 68.1%-26.4pp |
| Annual return | 16.02% | 23.07%-7.1pp | 63.41%-47.4pp | 53.51%-37.5pp |
| Employer contribution / active EE | $883 | $2,183-59.5% | $3,752-76.5% | $2,552-65.4% |
| Participant deferral / active EE | $1,093 | $4,326-74.7% | $6,282-82.6% | $4,126-73.5% |
| Admin fee / account holder | $2,072 | $7,921-73.8% | $9,818-78.9% | $7,339-71.8% |