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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 | $78,013-40.0% | $178,449-73.8% | $80,911-42.1% |
| Participation rate | 44.4% | 65.7%-21.2pp | 77.1%-32.7pp | 67.6%-23.2pp |
| Annual return | 10.77% | 18.07%-7.3pp | 27.09%-16.3pp | 35.63%-24.9pp |
| Employer contribution / active EE | $726 | $2,287-68.3% | $3,951-81.6% | $2,756-73.7% |
| Participant deferral / active EE | $999 | $4,408-77.3% | $6,277-84.1% | $4,297-76.8% |
| Admin fee / account holder | $2,846 | $7,166-60.3% | $10,362-72.5% | $6,935-59.0% |