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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 | $29,305 | $65,703-55.4% | $94,228-68.9% | $59,633-50.9% |
| Participation rate | 55.4% | 72.1%-16.7pp | 78.8%-23.4pp | 68.7%-13.3pp |
| Annual return | 0.53% | 5.22%-4.7pp | 10.68%-10.2pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $2,299 | $2,021+13.8% | $3,587-35.9% | $2,203+4.4% |
| Participant deferral / active EE | $1,157 | $3,143-63.2% | $4,320-73.2% | $3,192-63.8% |
| Admin fee / account holder | $1,097 | $4,264-74.3% | $6,269-82.5% | $4,297-74.5% |