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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 | $50,445 | $142,972-64.7% | $214,702-76.5% | $86,983-42.0% |
| Participation rate | 51.5% | 84.9%-33.3pp | 87.5%-36.0pp | 69.5%-18.0pp |
| Annual return | 16.40% | 18.49%-2.1pp | 54.55%-38.2pp | 25.83%-9.4pp |
| Employer contribution / active EE | $1,445 | $4,635-68.8% | $6,461-77.6% | $2,584-44.1% |
| Participant deferral / active EE | $2,306 | $6,568-64.9% | $9,147-74.8% | $4,194-45.0% |
| Admin fee / account holder | $1,138 | $17,617-93.5% | $19,830-94.3% | $7,856-85.5% |