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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 | $48,716 | $86,949-44.0% | $102,460-52.5% | $80,959-39.8% |
| Participation rate | 42.4% | 72.4%-30.0pp | 76.5%-34.1pp | 67.7%-25.3pp |
| Annual return | 19.19% | 18.89%+0.3pp | 29.47%-10.3pp | 35.67%-16.5pp |
| Employer contribution / active EE | $974 | $2,370-58.9% | $3,025-67.8% | $2,757-64.7% |
| Participant deferral / active EE | $1,470 | $4,121-64.3% | $5,056-70.9% | $4,300-65.8% |
| Admin fee / account holder | $10,958 | $8,048+36.2% | $9,460+15.8% | $6,925+58.2% |