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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 | $37,355 | $72,177-48.2% | $115,038-67.5% | $59,633-37.4% |
| Participation rate | 40.0% | 72.6%-32.6pp | 81.4%-41.4pp | 68.7%-28.7pp |
| Annual return | 3.51% | 12.02%-8.5pp | 26.14%-22.6pp | 2041.45%-2037.9pp |
| Employer contribution / active EE | $731 | $2,841-74.3% | $4,608-84.1% | $2,203-66.8% |
| Participant deferral / active EE | $1,439 | $4,783-69.9% | $6,026-76.1% | $3,192-54.9% |
| Admin fee / account holder | $8,657 | $4,927+75.7% | $8,175+5.9% | $4,297+101.5% |