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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 | $33,174 | $40,275-17.6% | $57,356-42.2% | $59,633-44.4% |
| Participation rate | 36.0% | 69.1%-33.1pp | 75.1%-39.1pp | 68.7%-32.7pp |
| Annual return | 2.13% | 27.52%-25.4pp | 24.41%-22.3pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $988 | $1,921-48.6% | $2,689-63.3% | $2,203-55.2% |
| Participant deferral / active EE | $450 | $2,400-81.3% | $3,162-85.8% | $3,192-85.9% |
| Admin fee / account holder | $336 | $2,820-88.1% | $3,357-90.0% | $4,297-92.2% |