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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 | $51,017 | $123,478-58.7% | $216,567-76.4% | $94,015-45.7% |
| Participation rate | 42.3% | 75.1%-32.8pp | 81.6%-39.3pp | 70.8%-28.5pp |
| Annual return | 11.44% | 23.61%-12.2pp | 12.94%-1.5pp | 17.84%-6.4pp |
| Employer contribution / active EE | $1,944 | $3,136-38.0% | $5,216-62.7% | $2,790-30.3% |
| Participant deferral / active EE | $2,080 | $4,556-54.3% | $6,191-66.4% | $4,249-51.1% |
| Admin fee / account holder | $401 | $12,753-96.9% | $21,981-98.2% | $8,951-95.5% |