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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 | $46,087 | $45,050+2.3% | $63,018-26.9% | $70,126-34.3% |
| Participation rate | 28.2% | 69.5%-41.3pp | 74.8%-46.6pp | 69.5%-41.3pp |
| Annual return | 15.57% | 18.76%-3.2pp | 87.62%-72.0pp | 73.15%-57.6pp |
| Employer contribution / active EE | $538 | $2,052-73.8% | $2,761-80.5% | $2,343-77.0% |
| Participant deferral / active EE | $539 | $2,466-78.1% | $3,330-83.8% | $3,332-83.8% |
| Admin fee / account holder | $1,184 | $2,834-58.2% | $3,601-67.1% | $4,645-74.5% |