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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 | $46,454 | $69,444-33.1% | $92,985-50.0% | $87,485-46.9% |
| Participation rate | 28.1% | 63.3%-35.2pp | 69.5%-41.4pp | 68.9%-40.8pp |
| Annual return | 12.95% | 23.85%-10.9pp | 27.99%-15.0pp | 26.06%-13.1pp |
| Employer contribution / active EE | $2,089 | $1,917+9.0% | $2,662-21.5% | $2,596-19.5% |
| Participant deferral / active EE | $866 | $3,364-74.3% | $4,377-80.2% | $4,274-79.7% |
| Admin fee / account holder | $1,144 | $6,137-81.4% | $9,463-87.9% | $7,775-85.3% |