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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 | $41,106 | $88,982-53.8% | $102,438-59.9% | $77,671-47.1% |
| Participation rate | 38.4% | 80.9%-42.5pp | 76.5%-38.1pp | 70.6%-32.1pp |
| Annual return | 19.01% | 25.01%-6.0pp | 29.37%-10.4pp | 31.21%-12.2pp |
| Employer contribution / active EE | $1,049 | $2,698-61.1% | $3,024-65.3% | $2,726-61.5% |
| Participant deferral / active EE | $2,616 | $5,144-49.1% | $5,054-48.2% | $4,648-43.7% |
| Admin fee / account holder | $3,329 | $236+1313.5% | $9,448-64.8% | $430+673.5% |