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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 | $55,993 | $100,003-44.0% | $146,685-61.8% | $85,856-34.8% |
| Participation rate | 48.7% | 73.1%-24.3pp | 80.1%-31.4pp | 69.3%-20.6pp |
| Annual return | 14.34% | 18.93%-4.6pp | 22.75%-8.4pp | 318.58%-304.2pp |
| Employer contribution / active EE | $738 | $2,559-71.2% | $4,137-82.2% | $2,565-71.2% |
| Participant deferral / active EE | $1,428 | $4,006-64.4% | $5,507-74.1% | $3,952-63.9% |
| Admin fee / account holder | $5,230 | $7,704-32.1% | $10,281-49.1% | $6,261-16.5% |