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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 | $46,836 | $77,962-39.9% | $178,540-73.8% | $80,935-42.1% |
| Participation rate | 44.4% | 65.7%-21.2pp | 77.1%-32.7pp | 67.7%-23.2pp |
| Annual return | 10.77% | 18.10%-7.3pp | 27.15%-16.4pp | 35.66%-24.9pp |
| Employer contribution / active EE | $726 | $2,280-68.2% | $3,953-81.6% | $2,757-73.7% |
| Participant deferral / active EE | $999 | $4,404-77.3% | $6,281-84.1% | $4,299-76.8% |
| Admin fee / account holder | $2,846 | $7,156-60.2% | $10,424-72.7% | $6,924-58.9% |