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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 | $74,535-35.3% | $100,712-52.2% | $82,637-41.7% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 13.46% | 18.92%-5.5pp | 33.27%-19.8pp | 53.51%-40.0pp |
| Employer contribution / active EE | $710 | $1,503-52.8% | $2,313-69.3% | $2,552-72.2% |
| Participant deferral / active EE | $1,063 | $3,074-65.4% | $4,085-74.0% | $4,126-74.2% |
| Admin fee / account holder | $2,061 | $6,576-68.7% | $9,256-77.7% | $7,339-71.9% |