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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 | $44,680 | $74,535-40.1% | $100,712-55.6% | $82,637-45.9% |
| Participation rate | 30.8% | 61.2%-30.4pp | 69.3%-38.5pp | 68.1%-37.3pp |
| Annual return | 14.50% | 18.92%-4.4pp | 33.27%-18.8pp | 53.51%-39.0pp |
| Employer contribution / active EE | $347 | $1,503-76.9% | $2,313-85.0% | $2,552-86.4% |
| Participant deferral / active EE | $1,014 | $3,074-67.0% | $4,085-75.2% | $4,126-75.4% |
| Admin fee / account holder | $10,668 | $6,576+62.2% | $9,256+15.2% | $7,339+45.4% |