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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 | $48,164 | $95,453-49.5% | $112,040-57.0% | $82,448-41.6% |
| Participation rate | 25.0% | 72.8%-47.8pp | 76.5%-51.5pp | 68.1%-43.1pp |
| Annual return | 12.66% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $763 | $2,318-67.1% | $2,954-74.2% | $2,551-70.1% |
| Participant deferral / active EE | $1,566 | $4,224-62.9% | $5,098-69.3% | $4,139-62.2% |
| Admin fee / account holder | $2,001 | $9,013-77.8% | $12,098-83.5% | $7,234-72.3% |