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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 | $34,042 | $60,349-43.6% | $74,184-54.1% | $62,881-45.9% |
| Participation rate | 38.8% | 72.7%-34.0pp | 76.6%-37.8pp | 69.3%-30.5pp |
| Annual return | 5.38% | 21.38%-16.0pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $701 | $1,680-58.3% | $2,370-70.4% | $2,281-69.3% |
| Participant deferral / active EE | $1,088 | $2,856-61.9% | $3,550-69.3% | $3,203-66.0% |
| Admin fee / account holder | $4,026 | $4,261-5.5% | $5,586-27.9% | $4,296-6.3% |