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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 | $48,636 | $85,515-43.1% | $112,040-56.6% | $67,986-28.5% |
| Participation rate | 37.0% | 68.2%-31.2pp | 76.5%-39.5pp | 57.2%-20.2pp |
| Annual return | 13.60% | 29.68%-16.1pp | 24.52%-10.9pp | 31.67%-18.1pp |
| Employer contribution / active EE | $645 | $2,191-70.6% | $2,954-78.2% | $2,019-68.1% |
| Participant deferral / active EE | $1,405 | $4,014-65.0% | $5,098-72.4% | $3,358-58.2% |
| Admin fee / account holder | $4,834 | $3,774+28.1% | $12,098-60.0% | $3,203+50.9% |