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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 | $46,166 | $106,749-56.8% | $145,433-68.3% | $82,448-44.0% |
| Participation rate | 34.3% | 75.6%-41.4pp | 82.1%-47.8pp | 68.1%-33.8pp |
| Annual return | 15.43% | 27.59%-12.2pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,234 | $3,444-64.2% | $4,554-72.9% | $2,551-51.6% |
| Participant deferral / active EE | $2,453 | $6,519-62.4% | $7,897-68.9% | $4,139-40.7% |
| Admin fee / account holder | $3,878 | $8,390-53.8% | $13,129-70.5% | $7,234-46.4% |