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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 | $45,427 | $78,520-42.1% | $96,576-53.0% | $82,448-44.9% |
| Participation rate | 44.0% | 77.7%-33.7pp | 81.4%-37.4pp | 68.1%-24.1pp |
| Annual return | 15.75% | 41.30%-25.5pp | 38.47%-22.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,132 | $2,630-56.9% | $3,553-68.1% | $2,551-55.6% |
| Participant deferral / active EE | $1,941 | $6,754-71.3% | $7,956-75.6% | $4,139-53.1% |
| Admin fee / account holder | $1,725 | $13,455-87.2% | $11,381-84.8% | $7,234-76.2% |