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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 | $44,417 | $92,219-51.8% | $76,768-42.1% | $135,379-67.2% |
| Participation rate | 65.0% | 79.8%-14.8pp | 77.0%-12.0pp | 82.6%-17.6pp |
| Annual return | 5.13% | 5.46%-0.3pp | 2.43%+2.7pp | 519.79%-514.7pp |
| Employer contribution / active EE | $920 | $3,216-71.4% | $2,485-63.0% | $4,779-80.8% |
| Participant deferral / active EE | $1,210 | $4,508-73.2% | $3,852-68.6% | $5,609-78.4% |
| Admin fee / account holder | $15,218 | $10,749+41.6% | $6,675+128.0% | $10,828+40.5% |