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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 | $45,565 | $104,098-56.2% | $140,514-67.6% | $94,015-51.5% |
| Participation rate | 57.3% | 73.7%-16.4pp | 77.8%-20.5pp | 70.8%-13.5pp |
| Annual return | 11.29% | 15.14%-3.8pp | 14.36%-3.1pp | 17.84%-6.5pp |
| Employer contribution / active EE | $782 | $2,388-67.3% | $3,378-76.9% | $2,790-72.0% |
| Participant deferral / active EE | $1,811 | $4,033-55.1% | $4,919-63.2% | $4,249-57.4% |
| Admin fee / account holder | $1,083 | $10,439-89.6% | $13,697-92.1% | $8,951-87.9% |