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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 | $94,031-52.3% | $115,768-61.3% | $82,448-45.6% |
| Participation rate | 62.1% | 70.4%-8.3pp | 74.4%-12.3pp | 68.1%-6.0pp |
| Annual return | 20.87% | 20.61%+0.3pp | 100.46%-79.6pp | 41.64%-20.8pp |
| Employer contribution / active EE | $961 | $2,323-58.6% | $2,940-67.3% | $2,551-62.3% |
| Participant deferral / active EE | $1,393 | $3,972-64.9% | $4,917-71.7% | $4,139-66.3% |
| Admin fee / account holder | $3,181 | $10,249-69.0% | $12,439-74.4% | $7,234-56.0% |