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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 | $43,338 | $46,877-7.5% | $122,354-64.6% | $70,126-38.2% |
| Participation rate | 34.3% | 58.2%-23.9pp | 71.6%-37.4pp | 69.5%-35.3pp |
| Annual return | 13.93% | 24.22%-10.3pp | 30.28%-16.3pp | 73.15%-59.2pp |
| Employer contribution / active EE | $1,690 | $1,288+31.2% | $4,051-58.3% | $2,343-27.9% |
| Participant deferral / active EE | $524 | $2,167-75.8% | $3,287-84.0% | $3,332-84.3% |
| Admin fee / account holder | $389 | $3,324-88.3% | $5,479-92.9% | $4,645-91.6% |