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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 | $58,125 | $63,365-8.3% | $91,994-36.8% | $72,975-20.4% |
| Participation rate | 52.9% | 72.5%-19.6pp | 78.6%-25.7pp | 69.5%-16.5pp |
| Annual return | 21.23% | 35.35%-14.1pp | 69.04%-47.8pp | 81.01%-59.8pp |
| Employer contribution / active EE | $806 | $2,116-61.9% | $3,453-76.7% | $2,440-67.0% |
| Participant deferral / active EE | $1,736 | $4,883-64.5% | $5,924-70.7% | $3,608-51.9% |
| Admin fee / account holder | $1,625 | $4,670-65.2% | $7,744-79.0% | $5,124-68.3% |