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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 | $45,615 | $104,098-56.2% | $140,514-67.5% | $94,015-51.5% |
| Participation rate | 61.1% | 73.7%-12.6pp | 77.8%-16.7pp | 70.8%-9.7pp |
| Annual return | 16.64% | 15.14%+1.5pp | 14.36%+2.3pp | 17.84%-1.2pp |
| Employer contribution / active EE | $936 | $2,388-60.8% | $3,378-72.3% | $2,790-66.4% |
| Participant deferral / active EE | $1,613 | $4,033-60.0% | $4,919-67.2% | $4,249-62.0% |
| Admin fee / account holder | $10,337 | $10,439-1.0% | $13,697-24.5% | $8,951+15.5% |