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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 | $86,922-62.7% | $102,438-68.4% | $80,874-59.9% |
| Participation rate | 47.2% | 72.4%-25.2pp | 76.5%-29.3pp | 67.6%-20.4pp |
| Annual return | 13.54% | 18.90%-5.4pp | 29.37%-15.8pp | 35.62%-22.1pp |
| Employer contribution / active EE | $1,102 | $2,369-53.5% | $3,024-63.5% | $2,756-60.0% |
| Participant deferral / active EE | $1,509 | $4,119-63.4% | $5,054-70.1% | $4,297-64.9% |
| Admin fee / account holder | $7,247 | $8,050-10.0% | $9,448-23.3% | $6,935+4.5% |