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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 | $39,015 | $69,590-43.9% | $136,867-71.5% | $94,015-58.5% |
| Participation rate | 34.6% | 66.3%-31.7pp | 74.5%-39.9pp | 70.8%-36.2pp |
| Annual return | 11.77% | 19.62%-7.8pp | 42.97%-31.2pp | 17.84%-6.1pp |
| Employer contribution / active EE | $568 | $2,396-76.3% | $3,547-84.0% | $2,790-79.6% |
| Participant deferral / active EE | $740 | $3,437-78.5% | $4,924-85.0% | $4,249-82.6% |
| Admin fee / account holder | $617 | $8,912-93.1% | $10,340-94.0% | $8,951-93.1% |