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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 | $47,599 | $114,712-58.5% | $173,730-72.6% | $87,485-45.6% |
| Participation rate | 55.8% | 73.0%-17.2pp | 79.6%-23.8pp | 68.9%-13.1pp |
| Annual return | 13.50% | 20.18%-6.7pp | 19.96%-6.5pp | 26.06%-12.6pp |
| Employer contribution / active EE | $1,291 | $2,904-55.5% | $4,577-71.8% | $2,596-50.3% |
| Participant deferral / active EE | $1,763 | $4,642-62.0% | $6,326-72.1% | $4,274-58.7% |
| Admin fee / account holder | $7,377 | $10,210-27.7% | $17,523-57.9% | $7,775-5.1% |