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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 | $47,990 | $95,404-49.7% | $113,397-57.7% | $82,637-41.9% |
| Participation rate | 32.3% | 72.8%-40.5pp | 76.5%-44.2pp | 68.1%-35.7pp |
| Annual return | 12.82% | 19.08%-6.3pp | 23.20%-10.4pp | 53.51%-40.7pp |
| Employer contribution / active EE | $1,132 | $2,307-50.9% | $2,977-62.0% | $2,552-55.6% |
| Participant deferral / active EE | $1,736 | $4,220-58.9% | $5,076-65.8% | $4,126-57.9% |
| Admin fee / account holder | $1,071 | $9,168-88.3% | $11,957-91.0% | $7,339-85.4% |