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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 | $39,321 | $56,287-30.1% | $80,977-51.4% | $62,881-37.5% |
| Participation rate | 57.1% | 68.9%-11.8pp | 75.8%-18.7pp | 69.3%-12.2pp |
| Annual return | 5.92% | 22.13%-16.2pp | 17.11%-11.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $373 | $1,943-80.8% | $3,715-89.9% | $2,281-83.6% |
| Participant deferral / active EE | $881 | $4,196-79.0% | $5,696-84.5% | $3,203-72.5% |
| Admin fee / account holder | $535 | $3,742-85.7% | $5,517-90.3% | $4,296-87.6% |