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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 | $63,319 | $107,421-41.1% | $182,262-65.3% | $94,015-32.6% |
| Participation rate | 45.9% | 77.8%-31.8pp | 84.2%-38.3pp | 70.8%-24.9pp |
| Annual return | 17.07% | 21.32%-4.3pp | 140.60%-123.5pp | 17.84%-0.8pp |
| Employer contribution / active EE | $758 | $3,448-78.0% | $5,046-85.0% | $2,790-72.8% |
| Participant deferral / active EE | $2,188 | $6,558-66.6% | $8,276-73.6% | $4,249-48.5% |
| Admin fee / account holder | $3,539 | $8,692-59.3% | $16,712-78.8% | $8,951-60.5% |