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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 | $57,217 | $76,107-24.8% | $96,576-40.8% | $71,495-20.0% |
| Participation rate | 43.9% | 74.4%-30.5pp | 76.0%-32.1pp | 67.9%-24.1pp |
| Annual return | 14.46% | 22.81%-8.4pp | 25.87%-11.4pp | 28.85%-14.4pp |
| Employer contribution / active EE | $928 | $2,247-58.7% | $2,965-68.7% | $2,589-64.1% |
| Participant deferral / active EE | $1,820 | $4,218-56.9% | $4,851-62.5% | $4,291-57.6% |
| Admin fee / account holder | $5,680 | $2,708+109.8% | $8,253-31.2% | $1,588+257.7% |