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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 | $42,315 | $85,515-50.5% | $112,040-62.2% | $67,986-37.8% |
| Participation rate | 39.4% | 68.2%-28.8pp | 76.5%-37.1pp | 57.2%-17.8pp |
| Annual return | 12.94% | 29.68%-16.7pp | 24.52%-11.6pp | 31.67%-18.7pp |
| Employer contribution / active EE | $1,132 | $2,191-48.3% | $2,954-61.7% | $2,019-43.9% |
| Participant deferral / active EE | $1,714 | $4,014-57.3% | $5,098-66.4% | $3,358-49.0% |
| Admin fee / account holder | $3,969 | $3,774+5.2% | $12,098-67.2% | $3,203+23.9% |