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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 | $21,497 | $66,764-67.8% | $88,497-75.7% | $62,881-65.8% |
| Participation rate | 41.9% | 77.3%-35.3pp | 82.4%-40.5pp | 69.3%-27.4pp |
| Annual return | 6.91% | 10.37%-3.5pp | 7.63%-0.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $832 | $3,077-72.9% | $4,036-79.4% | $2,281-63.5% |
| Participant deferral / active EE | $1,116 | $3,976-71.9% | $4,899-77.2% | $3,203-65.2% |
| Admin fee / account holder | $2,137 | $4,668-54.2% | $6,220-65.6% | $4,296-50.2% |