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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 | $36,708 | $86,938-57.8% | $102,423-64.2% | $80,925-54.6% |
| Participation rate | 46.3% | 72.4%-26.0pp | 76.5%-30.2pp | 67.7%-21.3pp |
| Annual return | 11.25% | 18.89%-7.6pp | 29.42%-18.2pp | 35.65%-24.4pp |
| Employer contribution / active EE | $1,169 | $2,369-50.7% | $3,023-61.3% | $2,756-57.6% |
| Participant deferral / active EE | $1,760 | $4,120-57.3% | $5,054-65.2% | $4,299-59.1% |
| Admin fee / account holder | $302 | $8,053-96.3% | $9,455-96.8% | $6,940-95.7% |