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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 | $48,552 | $83,485-41.8% | $125,192-61.2% | $72,975-33.5% |
| Participation rate | 41.9% | 73.3%-31.4pp | 79.8%-37.8pp | 69.5%-27.6pp |
| Annual return | 19.81% | 25.77%-6.0pp | 43.79%-24.0pp | 81.01%-61.2pp |
| Employer contribution / active EE | $674 | $2,346-71.3% | $3,866-82.6% | $2,440-72.4% |
| Participant deferral / active EE | $1,136 | $3,586-68.3% | $4,937-77.0% | $3,608-68.5% |
| Admin fee / account holder | $3,187 | $5,518-42.2% | $9,704-67.2% | $5,124-37.8% |