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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 | $53,482 | $76,371-30.0% | $93,621-42.9% | $72,976-26.7% |
| Participation rate | 20.4% | 71.8%-51.4pp | 75.8%-55.5pp | 69.5%-49.1pp |
| Annual return | 18.34% | 25.82%-7.5pp | 32.76%-14.4pp | 81.02%-62.7pp |
| Employer contribution / active EE | $587 | $2,276-74.2% | $2,719-78.4% | $2,440-75.9% |
| Participant deferral / active EE | $1,202 | $3,538-66.0% | $4,070-70.5% | $3,608-66.7% |
| Admin fee / account holder | $8,902 | $6,839+30.2% | $7,890+12.8% | $5,124+73.7% |