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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 | $37,778 | $60,349-37.4% | $74,184-49.1% | $62,881-39.9% |
| Participation rate | 40.0% | 72.7%-32.7pp | 76.6%-36.6pp | 69.3%-29.3pp |
| Annual return | 8.95% | 21.38%-12.4pp | 17.74%-8.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $565 | $1,680-66.4% | $2,370-76.2% | $2,281-75.2% |
| Participant deferral / active EE | $701 | $2,856-75.5% | $3,550-80.3% | $3,203-78.1% |
| Admin fee / account holder | $2,799 | $4,261-34.3% | $5,586-49.9% | $4,296-34.8% |