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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 | $45,051 | $78,015-42.3% | $178,505-74.8% | $80,959-44.4% |
| Participation rate | 22.9% | 65.7%-42.8pp | 77.1%-54.2pp | 67.7%-44.8pp |
| Annual return | 10.85% | 18.10%-7.3pp | 27.16%-16.3pp | 35.67%-24.8pp |
| Employer contribution / active EE | $624 | $2,281-72.7% | $3,955-84.2% | $2,757-77.4% |
| Participant deferral / active EE | $1,245 | $4,406-71.7% | $6,280-80.2% | $4,300-71.1% |
| Admin fee / account holder | $8,842 | $7,160+23.5% | $10,428-15.2% | $6,925+27.7% |