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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 | $59,315 | $109,620-45.9% | $148,496-60.1% | $94,015-36.9% |
| Participation rate | 47.4% | 71.3%-23.9pp | 76.0%-28.7pp | 70.8%-23.5pp |
| Annual return | 16.77% | 17.54%-0.8pp | 12.33%+4.4pp | 17.84%-1.1pp |
| Employer contribution / active EE | $885 | $2,618-66.2% | $3,497-74.7% | $2,790-68.3% |
| Participant deferral / active EE | $1,417 | $3,831-63.0% | $4,808-70.5% | $4,249-66.6% |
| Admin fee / account holder | $3,822 | $10,050-62.0% | $19,547-80.4% | $8,951-57.3% |