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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 | $48,768 | $54,541-10.6% | $78,778-38.1% | $70,126-30.5% |
| Participation rate | 57.4% | 60.8%-3.4pp | 69.2%-11.7pp | 69.5%-12.1pp |
| Annual return | 19.13% | 21.07%-1.9pp | 35.62%-16.5pp | 73.15%-54.0pp |
| Employer contribution / active EE | $544 | $1,089-50.0% | $1,986-72.6% | $2,343-76.8% |
| Participant deferral / active EE | $828 | $2,210-62.5% | $2,958-72.0% | $3,332-75.1% |
| Admin fee / account holder | $1,016 | $3,709-72.6% | $5,134-80.2% | $4,645-78.1% |