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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 | $108,825-56.3% | $156,181-69.5% | $82,448-42.3% |
| Participation rate | 55.8% | 72.4%-16.6pp | 78.8%-23.0pp | 68.1%-12.3pp |
| Annual return | 13.50% | 20.59%-7.1pp | 64.87%-51.4pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,291 | $2,870-55.0% | $4,294-69.9% | $2,551-49.4% |
| Participant deferral / active EE | $1,763 | $4,577-61.5% | $6,132-71.3% | $4,139-57.4% |
| Admin fee / account holder | $7,377 | $9,341-21.0% | $14,586-49.4% | $7,234+2.0% |