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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 | $48,033 | $67,602-28.9% | $82,312-41.6% | $70,126-31.5% |
| Participation rate | 37.5% | 72.8%-35.3pp | 76.9%-39.4pp | 69.5%-32.0pp |
| Annual return | 13.82% | 21.57%-7.7pp | 25.88%-12.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $389 | $1,755-77.9% | $2,428-84.0% | $2,343-83.4% |
| Participant deferral / active EE | $849 | $2,987-71.6% | $3,706-77.1% | $3,332-74.5% |
| Admin fee / account holder | $2,620 | $4,512-41.9% | $5,608-53.3% | $4,645-43.6% |