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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 | $47,727 | $100,194-52.4% | $122,979-61.2% | $86,983-45.1% |
| Participation rate | 62.8% | 73.0%-10.2pp | 77.2%-14.4pp | 69.5%-6.8pp |
| Annual return | 12.53% | 16.47%-3.9pp | 20.12%-7.6pp | 25.83%-13.3pp |
| Employer contribution / active EE | $1,044 | $2,326-55.1% | $3,062-65.9% | $2,584-59.6% |
| Participant deferral / active EE | $1,701 | $4,133-58.9% | $5,003-66.0% | $4,194-59.5% |
| Admin fee / account holder | $535 | $10,148-94.7% | $12,864-95.8% | $7,856-93.2% |