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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 | $40,745 | $41,377-1.5% | $109,313-62.7% | $62,881-35.2% |
| Participation rate | 30.8% | 57.5%-26.8pp | 71.3%-40.5pp | 69.3%-38.5pp |
| Annual return | 6.69% | 11.05%-4.4pp | 22.07%-15.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $500 | $1,276-60.9% | $3,892-87.2% | $2,281-78.1% |
| Participant deferral / active EE | $631 | $2,045-69.1% | $3,166-80.1% | $3,203-80.3% |
| Admin fee / account holder | $6,875 | $2,884+138.4% | $5,666+21.3% | $4,296+60.0% |