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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 | $33,626 | $76,834-56.2% | $108,359-69.0% | $87,485-61.6% |
| Participation rate | 36.5% | 61.7%-25.3pp | 70.1%-33.7pp | 68.9%-32.5pp |
| Annual return | 0.00% | 19.09%-19.1pp | 36.89%-36.9pp | 26.06%-26.1pp |
| Employer contribution / active EE | $840 | $1,556-46.0% | $2,399-65.0% | $2,596-67.6% |
| Participant deferral / active EE | $1,162 | $3,100-62.5% | $4,137-71.9% | $4,274-72.8% |
| Admin fee / account holder | $2,699 | $6,537-58.7% | $9,741-72.3% | $7,775-65.3% |