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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 | $46,131 | $93,598-50.7% | $135,974-66.1% | $75,173-38.6% |
| Participation rate | 42.9% | 75.2%-32.3pp | 81.9%-39.1pp | 67.2%-24.3pp |
| Annual return | 21.14% | 30.89%-9.7pp | 68.30%-47.2pp | 160.72%-139.6pp |
| Employer contribution / active EE | $1,212 | $3,538-65.8% | $4,859-75.1% | $2,671-54.6% |
| Participant deferral / active EE | $2,153 | $6,405-66.4% | $7,760-72.3% | $4,126-47.8% |
| Admin fee / account holder | $1,129 | $6,978-83.8% | $10,767-89.5% | $5,651-80.0% |