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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 | $44,828 | $109,620-59.1% | $148,496-69.8% | $94,015-52.3% |
| Participation rate | 62.1% | 71.3%-9.2pp | 76.0%-14.0pp | 70.8%-8.8pp |
| Annual return | 20.87% | 17.54%+3.3pp | 12.33%+8.5pp | 17.84%+3.0pp |
| Employer contribution / active EE | $961 | $2,618-63.3% | $3,497-72.5% | $2,790-65.6% |
| Participant deferral / active EE | $1,393 | $3,831-63.6% | $4,808-71.0% | $4,249-67.2% |
| Admin fee / account holder | $3,181 | $10,050-68.3% | $19,547-83.7% | $8,951-64.5% |