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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 | $40,279 | $76,407-47.3% | $150,298-73.2% | $82,448-51.1% |
| Participation rate | 15.7% | 66.4%-50.7pp | 77.8%-62.1pp | 68.1%-52.4pp |
| Annual return | 13.60% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $309 | $2,614-88.2% | $4,154-92.6% | $2,551-87.9% |
| Participant deferral / active EE | $384 | $3,214-88.1% | $5,453-93.0% | $4,139-90.7% |
| Admin fee / account holder | $2,125 | $6,352-66.5% | $14,116-84.9% | $7,234-70.6% |