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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 | $45,037 | $146,267-69.2% | $197,124-77.2% | $82,448-45.4% |
| Participation rate | 69.2% | 84.0%-14.8pp | 86.7%-17.5pp | 68.1%+1.2pp |
| Annual return | 14.15% | 29.61%-15.5pp | 44.34%-30.2pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,744 | $4,723-63.1% | $6,227-72.0% | $2,551-31.6% |
| Participant deferral / active EE | $2,207 | $7,035-68.6% | $9,135-75.8% | $4,139-46.7% |
| Admin fee / account holder | $4,882 | $14,422-66.1% | $16,298-70.0% | $7,234-32.5% |