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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 | $47,444 | $52,580-9.8% | $71,671-33.8% | $70,131-32.4% |
| Participation rate | 35.6% | 60.9%-25.3pp | 68.7%-33.2pp | 69.5%-33.9pp |
| Annual return | 14.10% | 20.25%-6.2pp | 20.65%-6.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $343 | $1,616-78.8% | $2,460-86.0% | $2,342-85.3% |
| Participant deferral / active EE | $815 | $2,386-65.8% | $3,438-76.3% | $3,332-75.5% |
| Admin fee / account holder | $4,797 | $3,653+31.3% | $5,558-13.7% | $4,645+3.3% |