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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 | $20,786 | $41,377-49.8% | $109,313-81.0% | $62,881-66.9% |
| Participation rate | 37.0% | 57.5%-20.5pp | 71.3%-34.2pp | 69.3%-32.3pp |
| Annual return | 5.19% | 11.05%-5.9pp | 22.07%-16.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,577 | $1,276+23.6% | $3,892-59.5% | $2,281-30.9% |
| Participant deferral / active EE | $673 | $2,045-67.1% | $3,166-78.8% | $3,203-79.0% |
| Admin fee / account holder | $5,884 | $2,884+104.0% | $5,666+3.8% | $4,296+37.0% |