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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 | $32,693 | $73,848-55.7% | $143,799-77.3% | $68,486-52.3% |
| Participation rate | 37.3% | 66.7%-29.3pp | 80.3%-43.0pp | 67.9%-30.6pp |
| Annual return | 1.23% | 0.91%+0.3pp | -0.04%+1.3pp | -7.85%+9.1pp |
| Employer contribution / active EE | $682 | $3,184-78.6% | $4,952-86.2% | $2,597-73.7% |
| Participant deferral / active EE | $889 | $3,385-73.7% | $5,638-84.2% | $4,028-77.9% |
| Admin fee / account holder | $6,910 | $5,755+20.1% | $14,677-52.9% | $5,404+27.9% |