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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 | $42,850 | $53,774-20.3% | $134,162-68.1% | $79,852-46.3% |
| Participation rate | 27.5% | 58.8%-31.3pp | 72.2%-44.7pp | 69.6%-42.1pp |
| Annual return | 10.80% | 19.01%-8.2pp | 36.35%-25.5pp | 31.72%-20.9pp |
| Employer contribution / active EE | $500 | $1,322-62.2% | $3,705-86.5% | $2,471-79.8% |
| Participant deferral / active EE | $679 | $2,420-71.9% | $3,500-80.6% | $3,740-81.8% |
| Admin fee / account holder | $2,186 | $3,985-45.1% | $6,685-67.3% | $5,306-58.8% |