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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 | $42,614 | $77,472-45.0% | $100,392-57.6% | $80,935-47.3% |
| Participation rate | 51.6% | 76.9%-25.3pp | 81.5%-29.9pp | 67.7%-16.0pp |
| Annual return | 18.82% | 37.26%-18.4pp | 49.45%-30.6pp | 35.66%-16.8pp |
| Employer contribution / active EE | $1,568 | $2,800-44.0% | $3,941-60.2% | $2,757-43.1% |
| Participant deferral / active EE | $2,615 | $6,818-61.6% | $8,090-67.7% | $4,299-39.2% |
| Admin fee / account holder | $5,279 | $5,885-10.3% | $7,904-33.2% | $6,924-23.8% |