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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 | $57,949 | $76,564-24.3% | $105,582-45.1% | $94,015-38.4% |
| Participation rate | 51.5% | 65.2%-13.7pp | 71.8%-20.3pp | 70.8%-19.3pp |
| Annual return | 12.74% | 20.69%-7.9pp | 18.61%-5.9pp | 17.84%-5.1pp |
| Employer contribution / active EE | $2,562 | $1,995+28.4% | $2,984-14.1% | $2,790-8.2% |
| Participant deferral / active EE | $1,322 | $3,320-60.2% | $4,353-69.6% | $4,249-68.9% |
| Admin fee / account holder | $14,413 | $7,129+102.2% | $12,856+12.1% | $8,951+61.0% |