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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 | $45,305 | $67,602-33.0% | $82,312-45.0% | $70,126-35.4% |
| Participation rate | 26.8% | 72.8%-46.0pp | 76.9%-50.1pp | 69.5%-42.8pp |
| Annual return | 29.58% | 21.57%+8.0pp | 25.88%+3.7pp | 73.15%-43.6pp |
| Employer contribution / active EE | $680 | $1,755-61.2% | $2,428-72.0% | $2,343-71.0% |
| Participant deferral / active EE | $1,265 | $2,987-57.7% | $3,706-65.9% | $3,332-62.0% |
| Admin fee / account holder | $3,609 | $4,512-20.0% | $5,608-35.6% | $4,645-22.3% |