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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 | $46,551 | $81,476-42.9% | $102,383-54.5% | $80,925-42.5% |
| Participation rate | 12.2% | 66.8%-54.7pp | 74.5%-62.3pp | 67.7%-55.5pp |
| Annual return | 13.79% | 25.59%-11.8pp | 24.94%-11.1pp | 35.65%-21.9pp |
| Employer contribution / active EE | $801 | $3,105-74.2% | $3,870-79.3% | $2,756-70.9% |
| Participant deferral / active EE | $1,503 | $3,871-61.2% | $5,060-70.3% | $4,299-65.0% |
| Admin fee / account holder | $1,657 | $6,717-75.3% | $8,391-80.3% | $6,940-76.1% |