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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 | $42,856 | $46,688-8.2% | $189,758-77.4% | $69,733-38.5% |
| Participation rate | 55.5% | 61.7%-6.2pp | 79.8%-24.3pp | 62.5%-7.0pp |
| Annual return | 12.42% | 14.35%-1.9pp | 52.62%-40.2pp | 15.22%-2.8pp |
| Employer contribution / active EE | $1,394 | $1,695-17.7% | $4,767-70.7% | $2,250-38.0% |
| Participant deferral / active EE | $870 | $2,143-59.4% | $5,856-85.1% | $3,054-71.5% |
| Admin fee / account holder | $734 | $1,700-56.8% | $20,388-96.4% | $3,102-76.3% |