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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 | $39,878 | $70,002-43.0% | $115,038-65.3% | $52,331-23.8% |
| Participation rate | 26.6% | 72.1%-45.5pp | 81.4%-54.8pp | 68.1%-41.5pp |
| Annual return | 2.55% | 4.04%-1.5pp | 26.14%-23.6pp | 4.54%-2.0pp |
| Employer contribution / active EE | $588 | $2,715-78.3% | $4,608-87.2% | $1,882-68.7% |
| Participant deferral / active EE | $1,015 | $4,920-79.4% | $6,026-83.2% | $3,022-66.4% |
| Admin fee / account holder | $4,168 | $566+636.4% | $8,175-49.0% | $592+604.5% |