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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 | $20,858 | $65,712-68.3% | $57,196-63.5% | $273,972-92.4% |
| Participation rate | 33.3% | 78.3%-45.0pp | 75.3%-42.0pp | 83.0%-49.7pp |
| Annual return | 5.42% | 22.01%-16.6pp | 14.59%-9.2pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,365 | $3,280-58.4% | $2,683-49.1% | $4,869-72.0% |
| Participant deferral / active EE | $591 | $3,782-84.4% | $3,096-80.9% | $5,287-88.8% |
| Admin fee / account holder | $991 | $4,838-79.5% | $3,141-68.4% | $10,133-90.2% |