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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 | $42,802 | $64,462-33.6% | $81,482-47.5% | $80,911-47.1% |
| Participation rate | 21.8% | 63.9%-42.0pp | 69.5%-47.7pp | 67.6%-45.8pp |
| Annual return | 11.64% | 16.35%-4.7pp | 24.79%-13.1pp | 35.63%-24.0pp |
| Employer contribution / active EE | $530 | $1,979-73.2% | $2,463-78.5% | $2,756-80.8% |
| Participant deferral / active EE | $749 | $3,094-75.8% | $3,885-80.7% | $4,297-82.6% |
| Admin fee / account holder | $1,986 | $5,678-65.0% | $5,761-65.5% | $6,935-71.4% |