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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 | $47,425 | $101,795-53.4% | $165,100-71.3% | $80,959-41.4% |
| Participation rate | 48.9% | 71.8%-22.9pp | 78.6%-29.7pp | 67.7%-18.7pp |
| Annual return | 15.65% | 16.73%-1.1pp | 70.21%-54.6pp | 35.67%-20.0pp |
| Employer contribution / active EE | $1,234 | $2,954-58.2% | $4,348-71.6% | $2,757-55.2% |
| Participant deferral / active EE | $1,693 | $4,476-62.2% | $6,035-72.0% | $4,300-60.6% |
| Admin fee / account holder | $5,316 | $8,221-35.3% | $12,696-58.1% | $6,925-23.2% |