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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 | $42,941 | $87,132-50.7% | $105,624-59.3% | $80,959-47.0% |
| Participation rate | 48.3% | 70.4%-22.2pp | 75.3%-27.0pp | 67.7%-19.4pp |
| Annual return | 10.52% | 17.03%-6.5pp | 116.20%-105.7pp | 35.67%-25.2pp |
| Employer contribution / active EE | $834 | $2,397-65.2% | $3,168-73.7% | $2,757-69.8% |
| Participant deferral / active EE | $1,453 | $3,985-63.6% | $5,013-71.0% | $4,300-66.2% |
| Admin fee / account holder | $3,029 | $8,449-64.1% | $10,961-72.4% | $6,925-56.3% |