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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 | $45,793 | $86,050-46.8% | $189,758-75.9% | $94,015-51.3% |
| Participation rate | 44.7% | 68.9%-24.2pp | 79.8%-35.1pp | 70.8%-26.1pp |
| Annual return | 14.80% | 17.77%-3.0pp | 52.62%-37.8pp | 17.84%-3.0pp |
| Employer contribution / active EE | $1,506 | $2,819-46.6% | $4,767-68.4% | $2,790-46.0% |
| Participant deferral / active EE | $1,002 | $3,349-70.1% | $5,856-82.9% | $4,249-76.4% |
| Admin fee / account holder | $4,127 | $6,627-37.7% | $20,388-79.8% | $8,951-53.9% |