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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 | $20,936 | $56,894-63.2% | $84,753-75.3% | $62,881-66.7% |
| Participation rate | 43.2% | 68.5%-25.4pp | 76.6%-33.4pp | 69.3%-26.1pp |
| Annual return | 7.39% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,463 | $2,400-39.0% | $3,574-59.1% | $2,281-35.9% |
| Participant deferral / active EE | $1,041 | $2,709-61.6% | $3,712-72.0% | $3,203-67.5% |
| Admin fee / account holder | $2,050 | $3,581-42.7% | $5,333-61.6% | $4,296-52.3% |