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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 | $34,358 | $72,177-52.4% | $115,037-70.1% | $59,633-42.4% |
| Participation rate | 41.5% | 72.6%-31.1pp | 81.4%-39.9pp | 68.7%-27.2pp |
| Annual return | 0.69% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.40%-2040.7pp |
| Employer contribution / active EE | $653 | $2,841-77.0% | $4,608-85.8% | $2,203-70.4% |
| Participant deferral / active EE | $1,928 | $4,783-59.7% | $6,026-68.0% | $3,192-39.6% |
| Admin fee / account holder | $1,419 | $4,927-71.2% | $8,175-82.6% | $4,297-67.0% |