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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 | $97,648-39.3% | $121,663-51.2% | $87,485-32.2% |
| Participation rate | 47.4% | 70.5%-23.1pp | 74.5%-27.1pp | 68.9%-21.6pp |
| Annual return | 16.77% | 18.03%-1.3pp | 147.54%-130.8pp | 26.06%-9.3pp |
| Employer contribution / active EE | $885 | $2,300-61.5% | $3,020-70.7% | $2,596-65.9% |
| Participant deferral / active EE | $1,417 | $3,923-63.9% | $4,887-71.0% | $4,274-66.8% |
| Admin fee / account holder | $3,822 | $11,100-65.6% | $14,289-73.3% | $7,775-50.8% |