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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 | $95,404-50.0% | $113,397-57.9% | $82,637-42.2% |
| Participation rate | 62.8% | 72.8%-10.0pp | 76.5%-13.7pp | 68.1%-5.3pp |
| Annual return | 12.53% | 19.08%-6.5pp | 23.20%-10.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $1,044 | $2,307-54.7% | $2,977-64.9% | $2,552-59.1% |
| Participant deferral / active EE | $1,701 | $4,220-59.7% | $5,076-66.5% | $4,126-58.8% |
| Admin fee / account holder | $535 | $9,168-94.2% | $11,957-95.5% | $7,339-92.7% |