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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 | $48,187 | $73,787-34.7% | $98,716-51.2% | $82,448-41.6% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 13.46% | 18.57%-5.1pp | 31.81%-18.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $710 | $1,511-53.0% | $2,279-68.9% | $2,551-72.2% |
| Participant deferral / active EE | $1,063 | $3,081-65.5% | $4,048-73.7% | $4,139-74.3% |
| Admin fee / account holder | $2,061 | $6,500-68.3% | $8,703-76.3% | $7,234-71.5% |