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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 | $38,547 | $55,684-30.8% | $75,900-49.2% | $72,976-47.2% |
| Participation rate | 21.7% | 61.1%-39.5pp | 69.3%-47.6pp | 69.5%-47.8pp |
| Annual return | 21.65% | 27.60%-6.0pp | 30.73%-9.1pp | 81.02%-59.4pp |
| Employer contribution / active EE | $304 | $1,687-82.0% | $2,501-87.8% | $2,440-87.5% |
| Participant deferral / active EE | $510 | $2,634-80.6% | $3,604-85.8% | $3,608-85.9% |
| Admin fee / account holder | $2,038 | $3,981-48.8% | $5,421-62.4% | $5,124-60.2% |