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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 | $32,676 | $65,376-50.0% | $87,104-62.5% | $65,185-49.9% |
| Participation rate | 49.3% | 75.3%-26.1pp | 76.9%-27.6pp | 70.2%-20.9pp |
| Annual return | 19.10% | 31.27%-12.2pp | 28.19%-9.1pp | 29.38%-10.3pp |
| Employer contribution / active EE | $795 | $1,822-56.4% | $2,521-68.5% | $2,177-63.5% |
| Participant deferral / active EE | $1,428 | $3,388-57.9% | $4,048-64.7% | $3,514-59.4% |
| Admin fee / account holder | $1,665 | $520+220.4% | $7,491-77.8% | $847+96.5% |