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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 | $55,578 | $138,386-59.8% | $184,260-69.8% | $80,935-31.3% |
| Participation rate | 44.4% | 83.9%-39.4pp | 86.8%-42.4pp | 67.7%-23.2pp |
| Annual return | 20.48% | 20.02%+0.5pp | 28.84%-8.4pp | 35.66%-15.2pp |
| Employer contribution / active EE | $10,418 | $4,851+114.8% | $6,427+62.1% | $2,757+277.9% |
| Participant deferral / active EE | $1,140 | $7,076-83.9% | $9,133-87.5% | $4,299-73.5% |
| Admin fee / account holder | $13,083 | $10,489+24.7% | $13,898-5.9% | $6,924+88.9% |