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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 | $49,227 | $106,524-53.8% | $152,301-67.7% | $87,485-43.7% |
| Participation rate | 23.1% | 75.8%-52.7pp | 82.4%-59.4pp | 68.9%-45.9pp |
| Annual return | 19.55% | 26.89%-7.3pp | 80.50%-61.0pp | 26.06%-6.5pp |
| Employer contribution / active EE | $1,024 | $3,371-69.6% | $4,624-77.9% | $2,596-60.6% |
| Participant deferral / active EE | $1,348 | $6,525-79.3% | $8,004-83.2% | $4,274-68.5% |
| Admin fee / account holder | $1,031 | $8,287-87.6% | $14,398-92.8% | $7,775-86.7% |