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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 | $51,350 | $123,793-58.5% | $177,848-71.1% | $79,856-35.7% |
| Participation rate | 69.2% | 84.7%-15.4pp | 87.7%-18.5pp | 69.6%-0.4pp |
| Annual return | 15.37% | 22.82%-7.5pp | 48.33%-33.0pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,306 | $4,095-43.7% | $5,919-61.0% | $2,471-6.7% |
| Participant deferral / active EE | $2,660 | $5,956-55.3% | $7,714-65.5% | $3,741-28.9% |
| Admin fee / account holder | $5,232 | $7,243-27.8% | $12,431-57.9% | $5,306-1.4% |