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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 | $45,424 | $106,280-57.3% | $96,538-52.9% | $139,487-67.4% |
| Participation rate | 29.2% | 77.8%-48.7pp | 74.3%-45.2pp | 80.3%-51.2pp |
| Annual return | 15.58% | 38.48%-22.9pp | 35.74%-20.2pp | 373.84%-358.3pp |
| Employer contribution / active EE | $960 | $4,107-76.6% | $3,740-74.3% | $4,755-79.8% |
| Participant deferral / active EE | $1,333 | $5,457-75.6% | $4,880-72.7% | $6,713-80.1% |
| Admin fee / account holder | $10,877 | $7,888+37.9% | $6,737+61.4% | $11,407-4.7% |