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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 | $47,981 | $73,981-35.1% | $105,754-54.6% | $62,881-23.7% |
| Participation rate | 39.6% | 71.7%-32.1pp | 78.9%-39.3pp | 69.3%-29.7pp |
| Annual return | 7.65% | 17.60%-10.0pp | 12.25%-4.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $942 | $2,856-67.0% | $4,079-76.9% | $2,281-58.7% |
| Participant deferral / active EE | $1,075 | $4,038-73.4% | $5,326-79.8% | $3,203-66.5% |
| Admin fee / account holder | $643 | $5,976-89.2% | $8,309-92.3% | $4,296-85.0% |