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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 | $32,395 | $86,940-62.7% | $102,434-68.4% | $80,935-60.0% |
| Participation rate | 47.2% | 72.4%-25.2pp | 76.5%-29.3pp | 67.7%-20.4pp |
| Annual return | 13.54% | 18.89%-5.3pp | 29.46%-15.9pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,102 | $2,370-53.5% | $3,023-63.5% | $2,757-60.0% |
| Participant deferral / active EE | $1,509 | $4,121-63.4% | $5,055-70.1% | $4,299-64.9% |
| Admin fee / account holder | $7,247 | $8,047-9.9% | $9,462-23.4% | $6,924+4.7% |