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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 | $24,874 | $39,162-36.5% | $100,671-75.3% | $59,633-58.3% |
| Participation rate | 26.5% | 55.9%-29.4pp | 70.7%-44.2pp | 68.7%-42.2pp |
| Annual return | 1.37% | 21.07%-19.7pp | 20.43%-19.1pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $325 | $1,151-71.7% | $4,012-91.9% | $2,203-85.2% |
| Participant deferral / active EE | $640 | $1,992-67.9% | $3,144-79.6% | $3,192-79.9% |
| Admin fee / account holder | $371 | $2,969-87.5% | $4,850-92.3% | $4,297-91.4% |