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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 | $32,474 | $67,602-52.0% | $82,312-60.5% | $70,126-53.7% |
| Participation rate | 45.3% | 72.8%-27.4pp | 76.9%-31.5pp | 69.5%-24.2pp |
| Annual return | 14.90% | 21.57%-6.7pp | 25.88%-11.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $444 | $1,755-74.7% | $2,428-81.7% | $2,343-81.0% |
| Participant deferral / active EE | $957 | $2,987-68.0% | $3,706-74.2% | $3,332-71.3% |
| Admin fee / account holder | $1,156 | $4,512-74.4% | $5,608-79.4% | $4,645-75.1% |