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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 | $50,041 | $108,825-54.0% | $156,181-68.0% | $82,448-39.3% |
| Participation rate | 49.2% | 72.4%-23.1pp | 78.8%-29.6pp | 68.1%-18.8pp |
| Annual return | 17.08% | 20.59%-3.5pp | 64.87%-47.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,041 | $2,870-63.7% | $4,294-75.8% | $2,551-59.2% |
| Participant deferral / active EE | $1,313 | $4,577-71.3% | $6,132-78.6% | $4,139-68.3% |
| Admin fee / account holder | $1,104 | $9,341-88.2% | $14,586-92.4% | $7,234-84.7% |