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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 | $49,942 | $79,955-37.5% | $98,450-49.3% | $75,181-33.6% |
| Participation rate | 62.5% | 70.4%-7.9pp | 75.2%-12.7pp | 67.2%-4.7pp |
| Annual return | 17.78% | 19.75%-2.0pp | 21.16%-3.4pp | 160.69%-142.9pp |
| Employer contribution / active EE | $663 | $2,264-70.7% | $3,049-78.2% | $2,671-75.2% |
| Participant deferral / active EE | $1,410 | $3,752-62.4% | $4,739-70.3% | $4,126-65.8% |
| Admin fee / account holder | $1,257 | $6,841-81.6% | $8,961-86.0% | $5,650-77.7% |