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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 | $43,767 | $63,365-30.9% | $91,994-52.4% | $72,975-40.0% |
| Participation rate | 42.9% | 72.5%-29.7pp | 78.6%-35.8pp | 69.5%-26.6pp |
| Annual return | 23.20% | 35.35%-12.1pp | 69.04%-45.8pp | 81.01%-57.8pp |
| Employer contribution / active EE | $822 | $2,116-61.1% | $3,453-76.2% | $2,440-66.3% |
| Participant deferral / active EE | $987 | $4,883-79.8% | $5,924-83.3% | $3,608-72.6% |
| Admin fee / account holder | $6,124 | $4,670+31.1% | $7,744-20.9% | $5,124+19.5% |