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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 | $44,566 | $86,940-48.7% | $102,434-56.5% | $80,935-44.9% |
| Participation rate | 42.6% | 72.4%-29.8pp | 76.5%-33.9pp | 67.7%-25.1pp |
| Annual return | 11.73% | 18.89%-7.2pp | 29.46%-17.7pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,729 | $2,370-27.0% | $3,023-42.8% | $2,757-37.3% |
| Participant deferral / active EE | $1,348 | $4,121-67.3% | $5,055-73.3% | $4,299-68.6% |
| Admin fee / account holder | $7,073 | $8,047-12.1% | $9,462-25.2% | $6,924+2.2% |