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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 | $18,606 | $59,332-68.6% | $90,223-79.4% | $59,632-68.8% |
| Participation rate | 60.0% | 71.9%-11.9pp | 79.0%-19.0pp | 68.7%-8.7pp |
| Annual return | 0.99% | 3.25%-2.3pp | 1.31%-0.3pp | 2041.32%-2040.3pp |
| Employer contribution / active EE | $945 | $3,031-68.8% | $4,378-78.4% | $2,203-57.1% |
| Participant deferral / active EE | $1,536 | $4,369-64.8% | $5,792-73.5% | $3,192-51.9% |
| Admin fee / account holder | $2,869 | $5,032-43.0% | $7,406-61.3% | $4,297-33.2% |