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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 | $32,946 | $101,795-67.6% | $165,100-80.0% | $80,959-59.3% |
| Participation rate | 44.0% | 71.8%-27.8pp | 78.6%-34.6pp | 67.7%-23.7pp |
| Annual return | 16.91% | 16.73%+0.2pp | 70.21%-53.3pp | 35.67%-18.8pp |
| Employer contribution / active EE | $1,025 | $2,954-65.3% | $4,348-76.4% | $2,757-62.8% |
| Participant deferral / active EE | $1,827 | $4,476-59.2% | $6,035-69.7% | $4,300-57.5% |
| Admin fee / account holder | $1,534 | $8,221-81.3% | $12,696-87.9% | $6,925-77.8% |