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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 | $51,589 | $86,940-40.7% | $102,434-49.6% | $80,935-36.3% |
| Participation rate | 52.6% | 72.4%-19.8pp | 76.5%-23.9pp | 67.7%-15.0pp |
| Annual return | 11.33% | 18.89%-7.6pp | 29.46%-18.1pp | 35.66%-24.3pp |
| Employer contribution / active EE | $959 | $2,370-59.5% | $3,023-68.3% | $2,757-65.2% |
| Participant deferral / active EE | $1,014 | $4,121-75.4% | $5,055-79.9% | $4,299-76.4% |
| Admin fee / account holder | $8,179 | $8,047+1.6% | $9,462-13.6% | $6,924+18.1% |