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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 | $56,697 | $114,712-50.6% | $173,730-67.4% | $87,485-35.2% |
| Participation rate | 43.1% | 73.0%-29.9pp | 79.6%-36.5pp | 68.9%-25.9pp |
| Annual return | 17.67% | 20.18%-2.5pp | 19.96%-2.3pp | 26.06%-8.4pp |
| Employer contribution / active EE | $1,059 | $2,904-63.5% | $4,577-76.9% | $2,596-59.2% |
| Participant deferral / active EE | $1,895 | $4,642-59.2% | $6,326-70.1% | $4,274-55.7% |
| Admin fee / account holder | $4,010 | $10,210-60.7% | $17,523-77.1% | $7,775-48.4% |