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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 | $79,867-39.1% | $120,344-59.6% | $64,340-24.4% |
| Participation rate | 37.0% | 63.0%-26.0pp | 76.7%-39.7pp | 55.2%-18.2pp |
| Annual return | 13.60% | 21.10%-7.5pp | 20.30%-6.7pp | 24.14%-10.5pp |
| Employer contribution / active EE | $645 | $1,925-66.5% | $3,020-78.7% | $1,862-65.4% |
| Participant deferral / active EE | $1,405 | $3,593-60.9% | $5,135-72.6% | $2,980-52.9% |
| Admin fee / account holder | $4,834 | $5,039-4.1% | $12,742-62.1% | $3,703+30.6% |