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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 | $52,185 | $80,992-35.6% | $96,534-45.9% | $75,173-30.6% |
| Participation rate | 48.1% | 71.8%-23.7pp | 76.0%-27.9pp | 67.2%-19.1pp |
| Annual return | 14.42% | 27.05%-12.6pp | 25.88%-11.5pp | 160.72%-146.3pp |
| Employer contribution / active EE | $969 | $2,283-57.5% | $2,965-67.3% | $2,671-63.7% |
| Participant deferral / active EE | $1,607 | $3,929-59.1% | $4,851-66.9% | $4,126-61.1% |
| Admin fee / account holder | $1,330 | $6,717-80.2% | $8,253-83.9% | $5,651-76.5% |