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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 | $42,972 | $76,551-43.9% | $123,894-65.3% | $62,881-31.7% |
| Participation rate | 69.6% | 73.0%-3.3pp | 81.4%-11.8pp | 69.3%+0.3pp |
| Annual return | 6.53% | 18.68%-12.1pp | 47.52%-41.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,133 | $2,882-60.7% | $4,617-75.5% | $2,281-50.3% |
| Participant deferral / active EE | $1,863 | $4,840-61.5% | $5,984-68.9% | $3,203-41.8% |
| Admin fee / account holder | $452 | $4,826-90.6% | $8,357-94.6% | $4,296-89.5% |