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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 | $13,833 | $48,076-71.2% | $78,693-82.4% | $62,891-78.0% |
| Participation rate | 49.2% | 65.2%-16.0pp | 73.6%-24.4pp | 69.3%-20.1pp |
| Annual return | 5.05% | 31.35%-26.3pp | 62.18%-57.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,039 | $2,015-48.4% | $2,850-63.6% | $2,281-54.5% |
| Participant deferral / active EE | $591 | $2,588-77.2% | $3,517-83.2% | $3,203-81.5% |
| Admin fee / account holder | $649 | $3,207-79.8% | $4,511-85.6% | $4,296-84.9% |