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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 | $46,023 | $78,423-41.3% | $95,964-52.0% | $79,856-42.4% |
| Participation rate | 60.7% | 73.5%-12.8pp | 77.1%-16.4pp | 69.6%-8.9pp |
| Annual return | 14.47% | 19.37%-4.9pp | 91.64%-77.2pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,188 | $1,945-38.9% | $2,541-53.3% | $2,471-51.9% |
| Participant deferral / active EE | $1,367 | $3,440-60.3% | $4,167-67.2% | $3,741-63.4% |
| Admin fee / account holder | $5,774 | $5,622+2.7% | $6,797-15.0% | $5,306+8.8% |