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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 | $53,175 | $76,551-30.5% | $123,894-57.1% | $62,881-15.4% |
| Participation rate | 12.1% | 73.0%-60.9pp | 81.4%-69.3pp | 69.3%-57.2pp |
| Annual return | 11.08% | 18.68%-7.6pp | 47.52%-36.4pp | 20.14%-9.1pp |
| Employer contribution / active EE | $489 | $2,882-83.0% | $4,617-89.4% | $2,281-78.5% |
| Participant deferral / active EE | $927 | $4,840-80.9% | $5,984-84.5% | $3,203-71.1% |
| Admin fee / account holder | $2,085 | $4,826-56.8% | $8,357-75.1% | $4,296-51.5% |