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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 | $44,158 | $57,352-23.0% | $83,830-47.3% | $64,173-31.2% |
| Participation rate | 32.7% | 68.6%-35.9pp | 76.1%-43.5pp | 69.6%-36.9pp |
| Annual return | 2.12% | 11.38%-9.3pp | 850.97%-848.9pp | 7.63%-5.5pp |
| Employer contribution / active EE | $561 | $2,546-78.0% | $3,631-84.6% | $2,381-76.5% |
| Participant deferral / active EE | $1,121 | $2,993-62.5% | $4,082-72.5% | $3,470-67.7% |
| Admin fee / account holder | $471 | $4,046-88.4% | $5,479-91.4% | $4,887-90.4% |