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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 | $36,288 | $67,602-46.3% | $82,312-55.9% | $70,126-48.3% |
| Participation rate | 45.0% | 72.8%-27.8pp | 76.9%-31.9pp | 69.5%-24.5pp |
| Annual return | 17.15% | 21.57%-4.4pp | 25.88%-8.7pp | 73.15%-56.0pp |
| Employer contribution / active EE | $616 | $1,755-64.9% | $2,428-74.6% | $2,343-73.7% |
| Participant deferral / active EE | $773 | $2,987-74.1% | $3,706-79.1% | $3,332-76.8% |
| Admin fee / account holder | $7,933 | $4,512+75.8% | $5,608+41.5% | $4,645+70.8% |