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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 | $45,567 | $100,194-54.5% | $122,979-62.9% | $86,983-47.6% |
| Participation rate | 33.3% | 73.0%-39.6pp | 77.2%-43.9pp | 69.5%-36.2pp |
| Annual return | 19.25% | 16.47%+2.8pp | 20.12%-0.9pp | 25.83%-6.6pp |
| Employer contribution / active EE | $1,153 | $2,326-50.4% | $3,062-62.4% | $2,584-55.4% |
| Participant deferral / active EE | $1,287 | $4,133-68.9% | $5,003-74.3% | $4,194-69.3% |
| Admin fee / account holder | $8,429 | $10,148-16.9% | $12,864-34.5% | $7,856+7.3% |