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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 | $43,851 | $69,977-37.3% | $108,582-59.6% | $62,881-30.3% |
| Participation rate | 48.3% | 72.9%-24.6pp | 79.6%-31.3pp | 69.3%-21.0pp |
| Annual return | 6.71% | 10.73%-4.0pp | -51.70%+58.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $582 | $2,135-72.7% | $3,758-84.5% | $2,281-74.5% |
| Participant deferral / active EE | $1,253 | $3,165-60.4% | $4,311-70.9% | $3,203-60.9% |
| Admin fee / account holder | $1,327 | $5,076-73.9% | $7,645-82.6% | $4,296-69.1% |