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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 | $54,044 | $146,267-63.1% | $197,124-72.6% | $82,448-34.5% |
| Participation rate | 44.8% | 84.0%-39.2pp | 86.7%-41.9pp | 68.1%-23.2pp |
| Annual return | 18.24% | 29.61%-11.4pp | 44.34%-26.1pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,790 | $4,723-62.1% | $6,227-71.3% | $2,551-29.8% |
| Participant deferral / active EE | $2,557 | $7,035-63.6% | $9,135-72.0% | $4,139-38.2% |
| Admin fee / account holder | $910 | $14,422-93.7% | $16,298-94.4% | $7,234-87.4% |