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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 | $40,304 | $58,493-31.1% | $84,023-52.0% | $72,976-44.8% |
| Participation rate | 33.3% | 61.2%-27.9pp | 69.0%-35.7pp | 69.5%-36.2pp |
| Annual return | 21.21% | 28.93%-7.7pp | 71.32%-50.1pp | 81.02%-59.8pp |
| Employer contribution / active EE | $354 | $1,163-69.5% | $1,984-82.1% | $2,440-85.5% |
| Participant deferral / active EE | $865 | $2,394-63.9% | $3,239-73.3% | $3,608-76.0% |
| Admin fee / account holder | $1,332 | $4,569-70.9% | $6,102-78.2% | $5,124-74.0% |