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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 | $57,266 | $76,112-24.8% | $96,534-40.7% | $71,511-19.9% |
| Participation rate | 40.6% | 74.4%-33.8pp | 76.0%-35.4pp | 67.9%-27.4pp |
| Annual return | 16.42% | 22.81%-6.4pp | 25.88%-9.5pp | 28.86%-12.4pp |
| Employer contribution / active EE | $1,157 | $2,248-48.5% | $2,965-61.0% | $2,589-55.3% |
| Participant deferral / active EE | $1,871 | $4,217-55.6% | $4,851-61.4% | $4,291-56.4% |
| Admin fee / account holder | $2,110 | $2,708-22.1% | $8,253-74.4% | $1,588+32.8% |