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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 | $46,812 | $72,269-35.2% | $101,271-53.8% | $79,852-41.4% |
| Participation rate | 56.4% | 68.5%-12.1pp | 75.8%-19.4pp | 69.6%-13.2pp |
| Annual return | 16.31% | 22.29%-6.0pp | 46.48%-30.2pp | 31.72%-15.4pp |
| Employer contribution / active EE | $5,634 | $2,692+109.3% | $3,660+53.9% | $2,471+128.0% |
| Participant deferral / active EE | $333 | $3,282-89.8% | $4,371-92.4% | $3,740-91.1% |
| Admin fee / account holder | $6,651 | $4,401+51.1% | $5,948+11.8% | $5,306+25.3% |