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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 | $54,526 | $109,620-50.3% | $148,496-63.3% | $94,015-42.0% |
| Participation rate | 58.3% | 71.3%-12.9pp | 76.0%-17.7pp | 70.8%-12.5pp |
| Annual return | 13.72% | 17.54%-3.8pp | 12.33%+1.4pp | 17.84%-4.1pp |
| Employer contribution / active EE | $1,170 | $2,618-55.3% | $3,497-66.5% | $2,790-58.1% |
| Participant deferral / active EE | $1,734 | $3,831-54.7% | $4,808-63.9% | $4,249-59.2% |
| Admin fee / account holder | $3,203 | $10,050-68.1% | $19,547-83.6% | $8,951-64.2% |