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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 | $48,944 | $91,439-46.5% | $135,974-64.0% | $71,511-31.6% |
| Participation rate | 40.9% | 75.7%-34.8pp | 81.9%-41.0pp | 67.9%-27.1pp |
| Annual return | 21.00% | 29.90%-8.9pp | 68.30%-47.3pp | 28.86%-7.9pp |
| Employer contribution / active EE | $1,206 | $3,705-67.4% | $4,859-75.2% | $2,589-53.4% |
| Participant deferral / active EE | $2,427 | $7,093-65.8% | $7,760-68.7% | $4,291-43.4% |
| Admin fee / account holder | $4,602 | $1,267+263.3% | $10,767-57.3% | $1,588+189.7% |