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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 | $37,528 | $76,112-50.7% | $96,534-61.1% | $71,511-47.5% |
| Participation rate | 59.3% | 74.4%-15.1pp | 76.0%-16.6pp | 67.9%-8.6pp |
| Annual return | 18.30% | 22.81%-4.5pp | 25.88%-7.6pp | 28.86%-10.6pp |
| Employer contribution / active EE | $986 | $2,248-56.1% | $2,965-66.7% | $2,589-61.9% |
| Participant deferral / active EE | $1,775 | $4,217-57.9% | $4,851-63.4% | $4,291-58.6% |
| Admin fee / account holder | $2,221 | $2,708-18.0% | $8,253-73.1% | $1,588+39.8% |