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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 | $41,810 | $60,349-30.7% | $74,184-43.6% | $62,881-33.5% |
| Participation rate | 41.2% | 72.7%-31.6pp | 76.6%-35.4pp | 69.3%-28.1pp |
| Annual return | 5.96% | 21.38%-15.4pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $820 | $1,680-51.2% | $2,370-65.4% | $2,281-64.0% |
| Participant deferral / active EE | $1,238 | $2,856-56.7% | $3,550-65.1% | $3,203-61.4% |
| Admin fee / account holder | $7,999 | $4,261+87.7% | $5,586+43.2% | $4,296+86.2% |