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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 | $55,459 | $83,898-33.9% | $133,346-58.4% | $94,015-41.0% |
| Participation rate | 34.0% | 63.4%-29.4pp | 72.8%-38.8pp | 70.8%-36.8pp |
| Annual return | 12.88% | 16.00%-3.1pp | 36.85%-24.0pp | 17.84%-5.0pp |
| Employer contribution / active EE | $816 | $1,821-55.2% | $2,853-71.4% | $2,790-70.8% |
| Participant deferral / active EE | $1,162 | $3,245-64.2% | $4,332-73.2% | $4,249-72.7% |
| Admin fee / account holder | $4,594 | $7,809-41.2% | $14,264-67.8% | $8,951-48.7% |