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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 | $47,981 | $86,949-44.8% | $102,460-53.2% | $80,959-40.7% |
| Participation rate | 34.0% | 72.4%-38.3pp | 76.5%-42.5pp | 67.7%-33.6pp |
| Annual return | 10.61% | 18.89%-8.3pp | 29.47%-18.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $716 | $2,370-69.8% | $3,025-76.3% | $2,757-74.0% |
| Participant deferral / active EE | $1,272 | $4,121-69.1% | $5,056-74.8% | $4,300-70.4% |
| Admin fee / account holder | $1,192 | $8,048-85.2% | $9,460-87.4% | $6,925-82.8% |