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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 | $45,658 | $100,970-54.8% | $96,576-52.7% | $137,256-66.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 14.30% | 38.16%-23.9pp | 38.47%-24.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,537 | $3,809-59.6% | $3,553-56.7% | $4,156-63.0% |
| Participant deferral / active EE | $1,537 | $8,286-81.5% | $7,956-80.7% | $6,407-76.0% |
| Admin fee / account holder | $496 | $11,312-95.6% | $11,381-95.6% | $12,270-96.0% |