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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 | $32,458 | $76,551-57.6% | $123,894-73.8% | $62,881-48.4% |
| Participation rate | 51.9% | 73.0%-21.1pp | 81.4%-29.6pp | 69.3%-17.5pp |
| Annual return | 8.41% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,028 | $2,882-64.3% | $4,617-77.7% | $2,281-54.9% |
| Participant deferral / active EE | $1,536 | $4,840-68.3% | $5,984-74.3% | $3,203-52.0% |
| Admin fee / account holder | $346 | $4,826-92.8% | $8,357-95.9% | $4,296-91.9% |