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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 | $48,681 | $89,370-45.5% | $141,197-65.5% | $72,976-33.3% |
| Participation rate | 54.9% | 75.1%-20.3pp | 82.5%-27.6pp | 69.5%-14.6pp |
| Annual return | 21.27% | 111.88%-90.6pp | 71.41%-50.1pp | 81.02%-59.7pp |
| Employer contribution / active EE | $1,861 | $3,115-40.3% | $4,736-60.7% | $2,440-23.7% |
| Participant deferral / active EE | $573 | $5,419-89.4% | $6,710-91.5% | $3,608-84.1% |
| Admin fee / account holder | $7,152 | $5,957+20.1% | $10,265-30.3% | $5,124+39.6% |