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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 | $37,144 | $74,535-50.2% | $100,712-63.1% | $82,637-55.1% |
| Participation rate | 45.8% | 61.2%-15.3pp | 69.3%-23.4pp | 68.1%-22.2pp |
| Annual return | 13.50% | 18.92%-5.4pp | 33.27%-19.8pp | 53.51%-40.0pp |
| Employer contribution / active EE | $736 | $1,503-51.0% | $2,313-68.2% | $2,552-71.2% |
| Participant deferral / active EE | $923 | $3,074-70.0% | $4,085-77.4% | $4,126-77.6% |
| Admin fee / account holder | $2,307 | $6,576-64.9% | $9,256-75.1% | $7,339-68.6% |