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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 | $47,039 | $35,183+33.7% | $73,550-36.0% | $70,126-32.9% |
| Participation rate | 12.8% | 42.9%-30.2pp | 54.9%-42.2pp | 69.5%-56.8pp |
| Annual return | 14.38% | 26.90%-12.5pp | -15.16%+29.5pp | 73.15%-58.8pp |
| Employer contribution / active EE | $149 | $709-79.0% | $1,219-87.8% | $2,343-93.6% |
| Participant deferral / active EE | $247 | $1,220-79.8% | $1,804-86.3% | $3,332-92.6% |
| Admin fee / account holder | $1,314 | $2,302-42.9% | $2,320-43.4% | $4,645-71.7% |