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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 | $110,137-56.8% | $161,149-70.5% | $82,637-42.4% |
| Participation rate | 55.8% | 72.4%-16.5pp | 78.8%-23.0pp | 68.1%-12.2pp |
| Annual return | 13.50% | 20.69%-7.2pp | 21.16%-7.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $1,291 | $2,856-54.8% | $4,360-70.4% | $2,552-49.4% |
| Participant deferral / active EE | $1,763 | $4,575-61.5% | $6,153-71.3% | $4,126-57.3% |
| Admin fee / account holder | $7,377 | $9,467-22.1% | $15,194-51.5% | $7,339+0.5% |