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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 | $37,601 | $71,215-47.2% | $93,696-59.9% | $80,935-53.5% |
| Participation rate | 36.2% | 60.4%-24.2pp | 68.7%-32.6pp | 67.7%-31.5pp |
| Annual return | 10.88% | 11.27%-0.4pp | 133.74%-122.9pp | 35.66%-24.8pp |
| Employer contribution / active EE | $397 | $1,565-74.6% | $2,422-83.6% | $2,757-85.6% |
| Participant deferral / active EE | $804 | $4,037-80.1% | $4,417-81.8% | $4,299-81.3% |
| Admin fee / account holder | $6,804 | $6,958-2.2% | $8,287-17.9% | $6,924-1.7% |