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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 | $45,276 | $69,823-35.2% | $76,872-41.1% | $74,460-39.2% |
| Participation rate | 26.6% | 70.0%-43.4pp | 69.6%-43.0pp | 70.7%-44.1pp |
| Annual return | 15.39% | 19.99%-4.6pp | 37.90%-22.5pp | 34.38%-19.0pp |
| Employer contribution / active EE | $721 | $2,148-66.4% | $2,533-71.5% | $2,638-72.7% |
| Participant deferral / active EE | $1,202 | $3,558-66.2% | $3,832-68.6% | $4,530-73.5% |
| Admin fee / account holder | $845 | $398+112.5% | $5,476-84.6% | $348+142.9% |