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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 | $50,037 | $86,938-42.4% | $102,423-51.1% | $80,925-38.2% |
| Participation rate | 25.0% | 72.4%-47.4pp | 76.5%-51.5pp | 67.7%-42.7pp |
| Annual return | 25.98% | 18.89%+7.1pp | 29.42%-3.4pp | 35.65%-9.7pp |
| Employer contribution / active EE | $902 | $2,369-61.9% | $3,023-70.1% | $2,756-67.3% |
| Participant deferral / active EE | $1,834 | $4,120-55.5% | $5,054-63.7% | $4,299-57.3% |
| Admin fee / account holder | $2,178 | $8,053-73.0% | $9,455-77.0% | $6,940-68.6% |