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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 | $71,365 | $86,938-17.9% | $102,423-30.3% | $80,925-11.8% |
| Participation rate | 48.8% | 72.4%-23.5pp | 76.5%-27.7pp | 67.7%-18.8pp |
| Annual return | 13.43% | 18.89%-5.5pp | 29.42%-16.0pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,036 | $2,369-56.3% | $3,023-65.7% | $2,756-62.4% |
| Participant deferral / active EE | $1,675 | $4,120-59.3% | $5,054-66.9% | $4,299-61.0% |
| Admin fee / account holder | $7,618 | $8,053-5.4% | $9,455-19.4% | $6,940+9.8% |