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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 | $37,411 | $63,456-41.0% | $100,712-62.9% | $64,097-41.6% |
| Participation rate | 14.5% | 49.7%-35.1pp | 69.3%-54.8pp | 55.2%-40.7pp |
| Annual return | 14.48% | 19.65%-5.2pp | 33.27%-18.8pp | 34.64%-20.2pp |
| Employer contribution / active EE | $455 | $1,003-54.6% | $2,313-80.3% | $1,891-75.9% |
| Participant deferral / active EE | $649 | $2,463-73.6% | $4,085-84.1% | $3,080-78.9% |
| Admin fee / account holder | $996 | $4,808-79.3% | $9,256-89.2% | $3,454-71.2% |