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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 | $41,325 | $59,804-30.9% | $81,982-49.6% | $79,856-48.3% |
| Participation rate | 20.7% | 61.6%-40.9pp | 69.3%-48.6pp | 69.6%-49.0pp |
| Annual return | 10.92% | 17.56%-6.6pp | 41.31%-30.4pp | 31.71%-20.8pp |
| Employer contribution / active EE | $332 | $1,713-80.6% | $2,498-86.7% | $2,471-86.6% |
| Participant deferral / active EE | $631 | $2,695-76.6% | $3,722-83.1% | $3,741-83.1% |
| Admin fee / account holder | $5,260 | $4,288+22.7% | $5,665-7.1% | $5,306-0.9% |