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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 | $42,792 | $69,977-38.8% | $108,582-60.6% | $62,881-31.9% |
| Participation rate | 22.5% | 72.9%-50.4pp | 79.6%-57.1pp | 69.3%-46.8pp |
| Annual return | 5.28% | 10.73%-5.4pp | -51.70%+57.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $713 | $2,135-66.6% | $3,758-81.0% | $2,281-68.8% |
| Participant deferral / active EE | $1,259 | $3,165-60.2% | $4,311-70.8% | $3,203-60.7% |
| Admin fee / account holder | $2,724 | $5,076-46.3% | $7,645-64.4% | $4,296-36.6% |