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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 | $45,423 | $46,599-2.5% | $64,101-29.1% | $75,173-39.6% |
| Participation rate | 29.1% | 65.9%-36.8pp | 72.3%-43.2pp | 67.2%-38.1pp |
| Annual return | 14.29% | 26.06%-11.8pp | 33.72%-19.4pp | 160.72%-146.4pp |
| Employer contribution / active EE | $481 | $1,975-75.6% | $2,749-82.5% | $2,671-82.0% |
| Participant deferral / active EE | $640 | $2,837-77.4% | $3,881-83.5% | $4,126-84.5% |
| Admin fee / account holder | $2,750 | $2,956-7.0% | $3,070-10.4% | $5,651-51.3% |