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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 | $44,135 | $78,013-43.4% | $178,449-75.3% | $80,911-45.5% |
| Participation rate | 38.7% | 65.7%-27.0pp | 77.1%-38.4pp | 67.6%-28.9pp |
| Annual return | 16.08% | 18.07%-2.0pp | 27.09%-11.0pp | 35.63%-19.6pp |
| Employer contribution / active EE | $804 | $2,287-64.8% | $3,951-79.6% | $2,756-70.8% |
| Participant deferral / active EE | $1,221 | $4,408-72.3% | $6,277-80.5% | $4,297-71.6% |
| Admin fee / account holder | $564 | $7,166-92.1% | $10,362-94.6% | $6,935-91.9% |