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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 | $81,457-46.5% | $103,378-57.8% | $80,911-46.1% |
| Participation rate | 22.2% | 66.8%-44.6pp | 74.5%-52.3pp | 67.6%-45.4pp |
| Annual return | 17.20% | 25.58%-8.4pp | 24.91%-7.7pp | 35.63%-18.4pp |
| Employer contribution / active EE | $4,245 | $3,107+36.6% | $3,870+9.7% | $2,756+54.0% |
| Participant deferral / active EE | $687 | $3,871-82.2% | $5,058-86.4% | $4,297-84.0% |
| Admin fee / account holder | $1,255 | $6,717-81.3% | $8,401-85.1% | $6,935-81.9% |