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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 | $56,206 | $95,453-41.1% | $112,040-49.8% | $82,448-31.8% |
| Participation rate | 38.5% | 72.8%-34.3pp | 76.5%-38.0pp | 68.1%-29.6pp |
| Annual return | 12.63% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $4,991 | $2,318+115.3% | $2,954+69.0% | $2,551+95.7% |
| Participant deferral / active EE | $1,836 | $4,224-56.5% | $5,098-64.0% | $4,139-55.6% |
| Admin fee / account holder | $924 | $9,013-89.8% | $12,098-92.4% | $7,234-87.2% |