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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 | $55,913 | $81,487-31.4% | $102,412-45.4% | $80,935-30.9% |
| Participation rate | 37.1% | 66.8%-29.7pp | 74.5%-37.4pp | 67.7%-30.5pp |
| Annual return | 13.33% | 25.60%-12.3pp | 24.94%-11.6pp | 35.66%-22.3pp |
| Employer contribution / active EE | $954 | $3,103-69.2% | $3,870-75.3% | $2,757-65.4% |
| Participant deferral / active EE | $1,517 | $3,871-60.8% | $5,060-70.0% | $4,299-64.7% |
| Admin fee / account holder | $3,160 | $6,717-53.0% | $8,388-62.3% | $6,924-54.4% |