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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 | $44,615 | $146,267-69.5% | $197,124-77.4% | $82,448-45.9% |
| Participation rate | 57.7% | 84.0%-26.3pp | 86.7%-29.0pp | 68.1%-10.4pp |
| Annual return | 26.86% | 29.61%-2.8pp | 44.34%-17.5pp | 41.64%-14.8pp |
| Employer contribution / active EE | $1,854 | $4,723-60.7% | $6,227-70.2% | $2,551-27.3% |
| Participant deferral / active EE | $3,024 | $7,035-57.0% | $9,135-66.9% | $4,139-26.9% |
| Admin fee / account holder | $3,473 | $14,422-75.9% | $16,298-78.7% | $7,234-52.0% |