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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 | $41,436 | $57,140-27.5% | $85,240-51.4% | $80,959-48.8% |
| Participation rate | 20.0% | 56.4%-36.4pp | 67.5%-47.5pp | 67.7%-47.7pp |
| Annual return | 12.82% | 21.71%-8.9pp | 66.75%-53.9pp | 35.67%-22.8pp |
| Employer contribution / active EE | $518 | $1,802-71.3% | $2,735-81.1% | $2,757-81.2% |
| Participant deferral / active EE | $518 | $3,115-83.4% | $4,527-88.6% | $4,300-88.0% |
| Admin fee / account holder | $404 | $4,992-91.9% | $6,165-93.4% | $6,925-94.2% |