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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 | $47,061 | $41,377+13.7% | $109,313-56.9% | $62,881-25.2% |
| Participation rate | 32.3% | 57.5%-25.3pp | 71.3%-39.0pp | 69.3%-37.0pp |
| Annual return | 8.25% | 11.05%-2.8pp | 22.07%-13.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $773 | $1,276-39.4% | $3,892-80.1% | $2,281-66.1% |
| Participant deferral / active EE | $205 | $2,045-90.0% | $3,166-93.5% | $3,203-93.6% |
| Admin fee / account holder | $525 | $2,884-81.8% | $5,666-90.7% | $4,296-87.8% |