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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 | $43,201 | $72,486-40.4% | $87,103-50.4% | $72,976-40.8% |
| Participation rate | 32.3% | 72.8%-40.6pp | 76.9%-44.6pp | 69.5%-37.2pp |
| Annual return | 20.20% | 24.46%-4.3pp | 28.19%-8.0pp | 81.02%-60.8pp |
| Employer contribution / active EE | $724 | $1,894-61.8% | $2,521-71.3% | $2,440-70.3% |
| Participant deferral / active EE | $1,391 | $3,270-57.4% | $4,049-65.6% | $3,608-61.4% |
| Admin fee / account holder | $4,905 | $5,055-3.0% | $7,491-34.5% | $5,124-4.3% |