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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 | $44,298 | $90,745-51.2% | $130,231-66.0% | $75,173-41.1% |
| Participation rate | 39.2% | 71.1%-31.8pp | 76.3%-37.1pp | 67.2%-28.0pp |
| Annual return | 41.62% | 34.45%+7.2pp | 38.86%+2.8pp | 160.72%-119.1pp |
| Employer contribution / active EE | $1,228 | $3,314-63.0% | $4,126-70.2% | $2,671-54.0% |
| Participant deferral / active EE | $1,904 | $5,362-64.5% | $6,799-72.0% | $4,126-53.9% |
| Admin fee / account holder | $6,892 | $6,331+8.9% | $6,020+14.5% | $5,651+22.0% |