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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 | $52,331 | $95,453-45.2% | $112,040-53.3% | $82,448-36.5% |
| Participation rate | 31.1% | 72.8%-41.6pp | 76.5%-45.3pp | 68.1%-36.9pp |
| Annual return | 31.83% | 23.92%+7.9pp | 24.52%+7.3pp | 41.64%-9.8pp |
| Employer contribution / active EE | $1,083 | $2,318-53.3% | $2,954-63.3% | $2,551-57.5% |
| Participant deferral / active EE | $1,932 | $4,224-54.3% | $5,098-62.1% | $4,139-53.3% |
| Admin fee / account holder | $5,545 | $9,013-38.5% | $12,098-54.2% | $7,234-23.3% |