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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 | $138,366-59.8% | $184,185-69.8% | $80,911-31.3% |
| Participation rate | 44.4% | 83.9%-39.4pp | 86.8%-42.4pp | 67.6%-23.2pp |
| Annual return | 20.48% | 20.02%+0.5pp | 28.81%-8.3pp | 35.63%-15.1pp |
| Employer contribution / active EE | $10,418 | $4,849+114.9% | $6,426+62.1% | $2,756+278.0% |
| Participant deferral / active EE | $1,140 | $7,074-83.9% | $9,132-87.5% | $4,297-73.5% |
| Admin fee / account holder | $13,083 | $10,484+24.8% | $13,909-5.9% | $6,935+88.7% |