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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 | $43,676 | $72,486-39.7% | $87,103-49.9% | $72,976-40.2% |
| Participation rate | 49.5% | 72.8%-23.3pp | 76.9%-27.4pp | 69.5%-20.0pp |
| Annual return | 20.09% | 24.46%-4.4pp | 28.19%-8.1pp | 81.02%-60.9pp |
| Employer contribution / active EE | $856 | $1,894-54.8% | $2,521-66.1% | $2,440-64.9% |
| Participant deferral / active EE | $1,436 | $3,270-56.1% | $4,049-64.5% | $3,608-60.2% |
| Admin fee / account holder | $1,312 | $5,055-74.0% | $7,491-82.5% | $5,124-74.4% |