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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 | $37,734 | $97,550-61.3% | $120,344-68.6% | $87,485-56.9% |
| Participation rate | 50.8% | 72.8%-22.0pp | 76.7%-25.9pp | 68.9%-18.1pp |
| Annual return | 16.05% | 18.41%-2.4pp | 20.30%-4.3pp | 26.06%-10.0pp |
| Employer contribution / active EE | $715 | $2,291-68.8% | $3,020-76.3% | $2,596-72.4% |
| Participant deferral / active EE | $1,931 | $4,230-54.3% | $5,135-62.4% | $4,274-54.8% |
| Admin fee / account holder | $2,169 | $9,543-77.3% | $12,742-83.0% | $7,775-72.1% |