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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 | $45,942 | $138,386-66.8% | $184,260-75.1% | $80,935-43.2% |
| Participation rate | 45.7% | 83.9%-38.1pp | 86.8%-41.1pp | 67.7%-21.9pp |
| Annual return | 16.11% | 20.02%-3.9pp | 28.84%-12.7pp | 35.66%-19.6pp |
| Employer contribution / active EE | $1,780 | $4,851-63.3% | $6,427-72.3% | $2,757-35.4% |
| Participant deferral / active EE | $2,846 | $7,076-59.8% | $9,133-68.8% | $4,299-33.8% |
| Admin fee / account holder | $1,858 | $10,489-82.3% | $13,898-86.6% | $6,924-73.2% |