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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 | $43,976 | $86,949-49.4% | $102,460-57.1% | $80,959-45.7% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 12.79% | 18.89%-6.1pp | 29.47%-16.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $948 | $2,370-60.0% | $3,025-68.7% | $2,757-65.6% |
| Participant deferral / active EE | $1,395 | $4,121-66.1% | $5,056-72.4% | $4,300-67.5% |
| Admin fee / account holder | $2,154 | $8,048-73.2% | $9,460-77.2% | $6,925-68.9% |