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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 | $42,239 | $106,524-60.3% | $152,301-72.3% | $87,485-51.7% |
| Participation rate | 35.5% | 75.8%-40.3pp | 82.4%-47.0pp | 68.9%-33.4pp |
| Annual return | 24.67% | 26.89%-2.2pp | 80.50%-55.8pp | 26.06%-1.4pp |
| Employer contribution / active EE | $1,195 | $3,371-64.5% | $4,624-74.2% | $2,596-54.0% |
| Participant deferral / active EE | $2,401 | $6,525-63.2% | $8,004-70.0% | $4,274-43.8% |
| Admin fee / account holder | $684 | $8,287-91.7% | $14,398-95.2% | $7,775-91.2% |