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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 | $40,271 | $60,349-33.3% | $74,184-45.7% | $62,881-36.0% |
| Participation rate | 55.0% | 72.7%-17.7pp | 76.6%-21.6pp | 69.3%-14.3pp |
| Annual return | 10.97% | 21.38%-10.4pp | 17.74%-6.8pp | 20.14%-9.2pp |
| Employer contribution / active EE | $428 | $1,680-74.6% | $2,370-82.0% | $2,281-81.3% |
| Participant deferral / active EE | $886 | $2,856-69.0% | $3,550-75.0% | $3,203-72.3% |
| Admin fee / account holder | $7,617 | $4,261+78.8% | $5,586+36.4% | $4,296+77.3% |