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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 | $44,321 | $50,947-13.0% | $74,551-40.5% | $64,173-30.9% |
| Participation rate | 40.2% | 61.1%-20.8pp | 69.1%-28.9pp | 69.6%-29.3pp |
| Annual return | 11.03% | -1.85%+12.9pp | 32.53%-21.5pp | 7.63%+3.4pp |
| Employer contribution / active EE | $621 | $1,115-44.3% | $1,961-68.3% | $2,381-73.9% |
| Participant deferral / active EE | $824 | $2,302-64.2% | $3,108-73.5% | $3,470-76.3% |
| Admin fee / account holder | $3,357 | $4,221-20.5% | $5,059-33.6% | $4,887-31.3% |