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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 | $46,611 | $88,982-47.6% | $102,438-54.5% | $77,671-40.0% |
| Participation rate | 32.0% | 80.9%-48.9pp | 76.5%-44.5pp | 70.6%-38.6pp |
| Annual return | 16.11% | 25.01%-8.9pp | 29.37%-13.3pp | 31.21%-15.1pp |
| Employer contribution / active EE | $1,085 | $2,698-59.8% | $3,024-64.1% | $2,726-60.2% |
| Participant deferral / active EE | $2,372 | $5,144-53.9% | $5,054-53.1% | $4,648-49.0% |
| Admin fee / account holder | $8,284 | $236+3417.5% | $9,448-12.3% | $430+1824.9% |