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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 | $42,771 | $78,423-45.5% | $95,964-55.4% | $79,856-46.4% |
| Participation rate | 44.3% | 73.5%-29.2pp | 77.1%-32.8pp | 69.6%-25.4pp |
| Annual return | 15.71% | 19.37%-3.7pp | 91.64%-75.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $755 | $1,945-61.2% | $2,541-70.3% | $2,471-69.4% |
| Participant deferral / active EE | $1,203 | $3,440-65.0% | $4,167-71.1% | $3,741-67.8% |
| Admin fee / account holder | $2,435 | $5,622-56.7% | $6,797-64.2% | $5,306-54.1% |