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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 | $46,772 | $101,795-54.1% | $165,100-71.7% | $80,959-42.2% |
| Participation rate | 68.4% | 71.8%-3.4pp | 78.6%-10.2pp | 67.7%+0.8pp |
| Annual return | 10.64% | 16.73%-6.1pp | 70.21%-59.6pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,173 | $2,954-60.3% | $4,348-73.0% | $2,757-57.4% |
| Participant deferral / active EE | $1,945 | $4,476-56.6% | $6,035-67.8% | $4,300-54.8% |
| Admin fee / account holder | $2,012 | $8,221-75.5% | $12,696-84.2% | $6,925-71.0% |