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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 | $50,404 | $91,559-44.9% | $133,978-62.4% | $79,856-36.9% |
| Participation rate | 59.1% | 73.3%-14.3pp | 79.8%-20.8pp | 69.6%-10.5pp |
| Annual return | 10.43% | 61.85%-51.4pp | 45.10%-34.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $868 | $2,384-63.6% | $3,919-77.9% | $2,471-64.9% |
| Participant deferral / active EE | $1,566 | $3,734-58.1% | $5,047-69.0% | $3,741-58.1% |
| Admin fee / account holder | $7,138 | $6,321+12.9% | $8,930-20.1% | $5,306+34.5% |