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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 | $33,491 | $106,749-68.6% | $145,433-77.0% | $82,448-59.4% |
| Participation rate | 46.1% | 75.6%-29.6pp | 82.1%-36.1pp | 68.1%-22.0pp |
| Annual return | 14.62% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,065 | $3,444-69.1% | $4,554-76.6% | $2,551-58.3% |
| Participant deferral / active EE | $1,580 | $6,519-75.8% | $7,897-80.0% | $4,139-61.8% |
| Admin fee / account holder | $6,082 | $8,390-27.5% | $13,129-53.7% | $7,234-15.9% |