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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 | $46,534 | $54,757-15.0% | $90,304-48.5% | $72,975-36.2% |
| Participation rate | 30.6% | 65.2%-34.6pp | 73.3%-42.7pp | 69.5%-38.9pp |
| Annual return | 16.93% | 30.63%-13.7pp | 78.13%-61.2pp | 81.01%-64.1pp |
| Employer contribution / active EE | $306 | $2,093-85.4% | $2,855-89.3% | $2,440-87.4% |
| Participant deferral / active EE | $757 | $2,887-73.8% | $3,885-80.5% | $3,608-79.0% |
| Admin fee / account holder | $716 | $3,973-82.0% | $5,354-86.6% | $5,124-86.0% |