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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 | $46,206 | $72,492-36.3% | $87,102-47.0% | $72,983-36.7% |
| Participation rate | 38.5% | 72.8%-34.3pp | 76.9%-38.4pp | 69.5%-31.0pp |
| Annual return | 21.15% | 24.46%-3.3pp | 28.19%-7.0pp | 81.01%-59.9pp |
| Employer contribution / active EE | $794 | $1,894-58.1% | $2,521-68.5% | $2,440-67.4% |
| Participant deferral / active EE | $1,235 | $3,270-62.2% | $4,048-69.5% | $3,608-65.8% |
| Admin fee / account holder | $1,595 | $5,055-68.4% | $7,491-78.7% | $5,124-68.9% |