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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 | $62,115 | $138,393-55.1% | $184,256-66.3% | $80,959-23.3% |
| Participation rate | 48.8% | 83.9%-35.1pp | 86.8%-38.0pp | 67.7%-18.9pp |
| Annual return | 12.06% | 20.01%-7.9pp | 28.85%-16.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,581 | $4,847-67.4% | $6,427-75.4% | $2,757-42.7% |
| Participant deferral / active EE | $2,193 | $7,076-69.0% | $9,133-76.0% | $4,300-49.0% |
| Admin fee / account holder | $4,529 | $10,489-56.8% | $13,899-67.4% | $6,925-34.6% |