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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 | $46,635 | $80,992-42.4% | $96,534-51.7% | $75,173-38.0% |
| Participation rate | 47.2% | 71.8%-24.6pp | 76.0%-28.8pp | 67.2%-20.0pp |
| Annual return | 17.39% | 27.05%-9.7pp | 25.88%-8.5pp | 160.72%-143.3pp |
| Employer contribution / active EE | $1,159 | $2,283-49.2% | $2,965-60.9% | $2,671-56.6% |
| Participant deferral / active EE | $1,743 | $3,929-55.6% | $4,851-64.1% | $4,126-57.8% |
| Admin fee / account holder | $1,766 | $6,717-73.7% | $8,253-78.6% | $5,651-68.7% |