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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 | $47,282 | $106,864-55.8% | $147,318-67.9% | $82,637-42.8% |
| Participation rate | 52.4% | 75.5%-23.1pp | 82.1%-29.7pp | 68.1%-15.7pp |
| Annual return | 21.24% | 27.49%-6.2pp | 70.43%-49.2pp | 53.51%-32.3pp |
| Employer contribution / active EE | $1,480 | $3,417-56.7% | $4,593-67.8% | $2,552-42.0% |
| Participant deferral / active EE | $2,089 | $6,496-67.8% | $7,906-73.6% | $4,126-49.4% |
| Admin fee / account holder | $17,777 | $8,415+111.3% | $13,708+29.7% | $7,339+142.2% |