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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 | $108,825-47.9% | $156,181-63.7% | $82,448-31.2% |
| Participation rate | 43.1% | 72.4%-29.3pp | 78.8%-35.8pp | 68.1%-25.0pp |
| Annual return | 17.67% | 20.59%-2.9pp | 64.87%-47.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,059 | $2,870-63.1% | $4,294-75.3% | $2,551-58.5% |
| Participant deferral / active EE | $1,895 | $4,577-58.6% | $6,132-69.1% | $4,139-54.2% |
| Admin fee / account holder | $4,010 | $9,341-57.1% | $14,586-72.5% | $7,234-44.6% |