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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 | $47,005 | $99,345-52.7% | $84,753-44.5% | $273,972-82.8% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 6.11% | 22.93%-16.8pp | 22.78%-16.7pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,817 | $4,214-56.9% | $3,574-49.2% | $4,869-62.7% |
| Participant deferral / active EE | $539 | $4,270-87.4% | $3,712-85.5% | $5,287-89.8% |
| Admin fee / account holder | $7,877 | $6,645+18.5% | $5,333+47.7% | $10,133-22.3% |