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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 | $40,671 | $91,179-55.4% | $178,499-77.2% | $79,852-49.1% |
| Participation rate | 28.8% | 69.2%-40.4pp | 81.9%-53.2pp | 69.6%-40.9pp |
| Annual return | 11.79% | 24.19%-12.4pp | 151.10%-139.3pp | 31.72%-19.9pp |
| Employer contribution / active EE | $591 | $3,256-81.8% | $5,011-88.2% | $2,471-76.1% |
| Participant deferral / active EE | $643 | $3,236-80.1% | $5,202-87.6% | $3,740-82.8% |
| Admin fee / account holder | $1,152 | $6,749-82.9% | $13,986-91.8% | $5,306-78.3% |