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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 | $48,561 | $135,956-64.3% | $123,894-60.8% | $273,972-82.3% |
| Participation rate | 44.4% | 84.1%-39.6pp | 81.4%-37.0pp | 83.0%-38.6pp |
| Annual return | 6.59% | 56.63%-50.0pp | 47.52%-40.9pp | 41.46%-34.9pp |
| Employer contribution / active EE | $876 | $5,170-83.1% | $4,617-81.0% | $4,869-82.0% |
| Participant deferral / active EE | $1,639 | $6,343-74.2% | $5,984-72.6% | $5,287-69.0% |
| Admin fee / account holder | $761 | $9,817-92.3% | $8,357-90.9% | $10,133-92.5% |