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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 | $46,913 | $67,411-30.4% | $91,004-48.4% | $70,126-33.1% |
| Participation rate | 43.9% | 71.4%-27.5pp | 75.6%-31.7pp | 69.5%-25.6pp |
| Annual return | 18.03% | -40.16%+58.2pp | 4.60%+13.4pp | 73.15%-55.1pp |
| Employer contribution / active EE | $518 | $1,786-71.0% | $2,456-78.9% | $2,343-77.9% |
| Participant deferral / active EE | $672 | $2,823-76.2% | $3,548-81.1% | $3,332-79.8% |
| Admin fee / account holder | $2,606 | $4,236-38.5% | $5,417-51.9% | $4,645-43.9% |