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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 | $77,574-52.1% | $108,753-65.8% | $86,983-57.3% |
| Participation rate | 45.8% | 62.3%-16.5pp | 71.1%-25.3pp | 69.5%-23.7pp |
| Annual return | 13.50% | 18.42%-4.9pp | 37.47%-24.0pp | 25.83%-12.3pp |
| Employer contribution / active EE | $736 | $1,611-54.3% | $2,427-69.7% | $2,584-71.5% |
| Participant deferral / active EE | $923 | $3,128-70.5% | $4,115-77.6% | $4,194-78.0% |
| Admin fee / account holder | $2,307 | $6,529-64.7% | $10,320-77.6% | $7,856-70.6% |