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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 | $43,456 | $89,364-51.4% | $141,177-69.2% | $72,983-40.5% |
| Participation rate | 45.2% | 75.1%-29.9pp | 82.5%-37.2pp | 69.5%-24.2pp |
| Annual return | 24.32% | 111.86%-87.5pp | 71.40%-47.1pp | 81.01%-56.7pp |
| Employer contribution / active EE | $3,919 | $3,115+25.8% | $4,736-17.2% | $2,440+60.6% |
| Participant deferral / active EE | $98 | $5,419-98.2% | $6,710-98.5% | $3,608-97.3% |
| Admin fee / account holder | $5,300 | $5,959-11.0% | $10,263-48.4% | $5,124+3.4% |