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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 | $47,273 | $76,107-37.9% | $96,576-51.1% | $71,495-33.9% |
| Participation rate | 32.2% | 74.4%-42.2pp | 76.0%-43.7pp | 67.9%-35.7pp |
| Annual return | 14.39% | 22.81%-8.4pp | 25.87%-11.5pp | 28.85%-14.5pp |
| Employer contribution / active EE | $1,433 | $2,247-36.2% | $2,965-51.7% | $2,589-44.7% |
| Participant deferral / active EE | $2,093 | $4,218-50.4% | $4,851-56.9% | $4,291-51.2% |
| Admin fee / account holder | $5,972 | $2,708+120.5% | $8,253-27.6% | $1,588+276.1% |