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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 | $36,151 | $39,132-7.6% | $57,196-36.8% | $62,881-42.5% |
| Participation rate | 23.1% | 70.5%-47.4pp | 75.3%-52.3pp | 69.3%-46.2pp |
| Annual return | 6.16% | 9.24%-3.1pp | 14.59%-8.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $547 | $1,874-70.8% | $2,683-79.6% | $2,281-76.0% |
| Participant deferral / active EE | $207 | $2,374-91.3% | $3,096-93.3% | $3,203-93.5% |
| Admin fee / account holder | $4,183 | $2,594+61.3% | $3,141+33.2% | $4,296-2.6% |