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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 | $44,437 | $67,606-34.3% | $82,313-46.0% | $70,124-36.6% |
| Participation rate | 53.3% | 72.8%-19.4pp | 76.9%-23.6pp | 69.5%-16.2pp |
| Annual return | 22.69% | 21.57%+1.1pp | 25.88%-3.2pp | 73.14%-50.4pp |
| Employer contribution / active EE | $571 | $1,755-67.5% | $2,428-76.5% | $2,342-75.6% |
| Participant deferral / active EE | $1,181 | $2,987-60.5% | $3,706-68.1% | $3,332-64.5% |
| Admin fee / account holder | $1,086 | $4,512-75.9% | $5,608-80.6% | $4,645-76.6% |