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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 | $43,588 | $81,504-46.5% | $102,437-57.4% | $80,959-46.2% |
| Participation rate | 22.2% | 66.9%-44.6pp | 74.5%-52.3pp | 67.7%-45.4pp |
| Annual return | 17.20% | 25.60%-8.4pp | 24.95%-7.7pp | 35.67%-18.5pp |
| Employer contribution / active EE | $4,245 | $3,104+36.8% | $3,871+9.7% | $2,757+54.0% |
| Participant deferral / active EE | $687 | $3,871-82.2% | $5,060-86.4% | $4,300-84.0% |
| Admin fee / account holder | $1,255 | $6,719-81.3% | $8,388-85.0% | $6,925-81.9% |