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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 | $78,040 | $106,524-26.7% | $152,301-48.8% | $87,485-10.8% |
| Participation rate | 48.4% | 75.8%-27.4pp | 82.4%-34.1pp | 68.9%-20.5pp |
| Annual return | 14.95% | 26.89%-11.9pp | 80.50%-65.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,029 | $3,371-69.5% | $4,624-77.7% | $2,596-60.4% |
| Participant deferral / active EE | $2,186 | $6,525-66.5% | $8,004-72.7% | $4,274-48.8% |
| Admin fee / account holder | $1,890 | $8,287-77.2% | $14,398-86.9% | $7,775-75.7% |