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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 | $32,728 | $78,423-58.3% | $95,964-65.9% | $79,856-59.0% |
| Participation rate | 38.8% | 73.5%-34.7pp | 77.1%-38.3pp | 69.6%-30.9pp |
| Annual return | 16.02% | 19.37%-3.4pp | 91.64%-75.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $884 | $1,945-54.6% | $2,541-65.2% | $2,471-64.2% |
| Participant deferral / active EE | $1,432 | $3,440-58.4% | $4,167-65.6% | $3,741-61.7% |
| Admin fee / account holder | $321 | $5,622-94.3% | $6,797-95.3% | $5,306-94.0% |