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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 | $42,065 | $95,404-55.9% | $113,397-62.9% | $82,637-49.1% |
| Participation rate | 44.0% | 72.8%-28.8pp | 76.5%-32.5pp | 68.1%-24.1pp |
| Annual return | 15.66% | 19.08%-3.4pp | 23.20%-7.5pp | 53.51%-37.8pp |
| Employer contribution / active EE | $741 | $2,307-67.9% | $2,977-75.1% | $2,552-71.0% |
| Participant deferral / active EE | $481 | $4,220-88.6% | $5,076-90.5% | $4,126-88.3% |
| Admin fee / account holder | $1,232 | $9,168-86.6% | $11,957-89.7% | $7,339-83.2% |