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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 | $106,864-27.0% | $147,318-47.0% | $82,637-5.6% |
| Participation rate | 48.4% | 75.5%-27.1pp | 82.1%-33.7pp | 68.1%-19.7pp |
| Annual return | 14.95% | 27.49%-12.5pp | 70.43%-55.5pp | 53.51%-38.6pp |
| Employer contribution / active EE | $1,029 | $3,417-69.9% | $4,593-77.6% | $2,552-59.7% |
| Participant deferral / active EE | $2,186 | $6,496-66.3% | $7,906-72.3% | $4,126-47.0% |
| Admin fee / account holder | $1,890 | $8,415-77.5% | $13,708-86.2% | $7,339-74.2% |