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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 | $26,631 | $72,177-63.1% | $115,038-76.9% | $59,633-55.3% |
| Participation rate | 40.0% | 72.6%-32.6pp | 81.4%-41.4pp | 68.7%-28.7pp |
| Annual return | 1.35% | 12.02%-10.7pp | 26.14%-24.8pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $483 | $2,841-83.0% | $4,608-89.5% | $2,203-78.1% |
| Participant deferral / active EE | $1,488 | $4,783-68.9% | $6,026-75.3% | $3,192-53.4% |
| Admin fee / account holder | $1,160 | $4,927-76.5% | $8,175-85.8% | $4,297-73.0% |