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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 | $39,344 | $60,165-34.6% | $74,184-47.0% | $55,167-28.7% |
| Participation rate | 41.5% | 74.2%-32.6pp | 76.6%-35.1pp | 69.0%-27.5pp |
| Annual return | 5.90% | 10.00%-4.1pp | 17.74%-11.8pp | 169.23%-163.3pp |
| Employer contribution / active EE | $861 | $1,600-46.2% | $2,370-63.7% | $1,963-56.1% |
| Participant deferral / active EE | $1,296 | $2,973-56.4% | $3,550-63.5% | $3,054-57.6% |
| Admin fee / account holder | $1,941 | $419+363.0% | $5,586-65.2% | $504+285.3% |