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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 | $40,761 | $43,075-5.4% | $74,577-45.3% | $62,881-35.2% |
| Participation rate | 14.0% | 58.1%-44.1pp | 68.1%-54.1pp | 69.3%-55.3pp |
| Annual return | 5.88% | 17.50%-11.6pp | 20.47%-14.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $456 | $1,498-69.5% | $2,525-81.9% | $2,281-80.0% |
| Participant deferral / active EE | $553 | $2,389-76.9% | $3,458-84.0% | $3,203-82.7% |
| Admin fee / account holder | $3,232 | $2,840+13.8% | $4,138-21.9% | $4,296-24.8% |