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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 | $37,885 | $72,177-47.5% | $115,038-67.1% | $59,633-36.5% |
| Participation rate | 12.8% | 72.6%-59.8pp | 81.4%-68.6pp | 68.7%-55.9pp |
| Annual return | 2.39% | 12.02%-9.6pp | 26.14%-23.8pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $1,650 | $2,841-41.9% | $4,608-64.2% | $2,203-25.1% |
| Participant deferral / active EE | $1,933 | $4,783-59.6% | $6,026-67.9% | $3,192-39.4% |
| Admin fee / account holder | $15,360 | $4,927+211.8% | $8,175+87.9% | $4,297+257.5% |