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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 | $40,015 | $78,425-49.0% | $95,956-58.3% | $79,858-49.9% |
| Participation rate | 54.2% | 73.5%-19.3pp | 77.1%-22.9pp | 69.6%-15.4pp |
| Annual return | 11.26% | 19.37%-8.1pp | 91.63%-80.4pp | 31.72%-20.5pp |
| Employer contribution / active EE | $552 | $1,945-71.6% | $2,541-78.3% | $2,471-77.6% |
| Participant deferral / active EE | $1,405 | $3,440-59.2% | $4,167-66.3% | $3,740-62.4% |
| Admin fee / account holder | $4,545 | $5,622-19.2% | $6,797-33.1% | $5,306-14.3% |