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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 | $37,263 | $57,061-34.7% | $85,063-56.2% | $80,911-53.9% |
| Participation rate | 19.7% | 56.3%-36.7pp | 67.5%-47.8pp | 67.6%-48.0pp |
| Annual return | 11.53% | 21.66%-10.1pp | 66.54%-55.0pp | 35.63%-24.1pp |
| Employer contribution / active EE | $537 | $1,799-70.2% | $2,727-80.3% | $2,756-80.5% |
| Participant deferral / active EE | $600 | $3,110-80.7% | $4,523-86.7% | $4,297-86.0% |
| Admin fee / account holder | $713 | $4,986-85.7% | $6,155-88.4% | $6,935-89.7% |