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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 | $49,709 | $80,985-38.6% | $96,576-48.5% | $75,181-33.9% |
| Participation rate | 67.9% | 71.8%-3.9pp | 76.0%-8.1pp | 67.2%+0.7pp |
| Annual return | 24.04% | 27.05%-3.0pp | 25.87%-1.8pp | 160.69%-136.6pp |
| Employer contribution / active EE | $840 | $2,282-63.2% | $2,965-71.7% | $2,671-68.5% |
| Participant deferral / active EE | $349 | $3,929-91.1% | $4,851-92.8% | $4,126-91.5% |
| Admin fee / account holder | $1,085 | $6,719-83.9% | $8,253-86.9% | $5,650-80.8% |