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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 | $48,128 | $91,086-47.2% | $203,872-76.4% | $86,983-44.7% |
| Participation rate | 35.2% | 65.8%-30.6pp | 77.8%-42.6pp | 69.5%-34.4pp |
| Annual return | 14.09% | 22.30%-8.2pp | 85.11%-71.0pp | 25.83%-11.7pp |
| Employer contribution / active EE | $710 | $2,063-65.6% | $3,757-81.1% | $2,584-72.5% |
| Participant deferral / active EE | $996 | $4,019-75.2% | $6,388-84.4% | $4,194-76.3% |
| Admin fee / account holder | $2,590 | $8,987-71.2% | $11,730-77.9% | $7,856-67.0% |