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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 | $58,140 | $86,949-33.1% | $102,460-43.3% | $80,959-28.2% |
| Participation rate | 43.2% | 72.4%-29.1pp | 76.5%-33.3pp | 67.7%-24.4pp |
| Annual return | 11.54% | 18.89%-7.4pp | 29.47%-17.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,309 | $2,370-44.8% | $3,025-56.7% | $2,757-52.5% |
| Participant deferral / active EE | $1,283 | $4,121-68.9% | $5,056-74.6% | $4,300-70.2% |
| Admin fee / account holder | $5,089 | $8,048-36.8% | $9,460-46.2% | $6,925-26.5% |