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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 | $77,492-45.0% | $100,398-57.6% | $80,911-47.3% |
| Participation rate | 51.6% | 76.9%-25.3pp | 81.5%-29.9pp | 67.6%-16.0pp |
| Annual return | 18.82% | 37.23%-18.4pp | 49.32%-30.5pp | 35.63%-16.8pp |
| Employer contribution / active EE | $1,568 | $2,800-44.0% | $3,946-60.3% | $2,756-43.1% |
| Participant deferral / active EE | $2,615 | $6,817-61.6% | $8,084-67.7% | $4,297-39.1% |
| Admin fee / account holder | $5,279 | $5,892-10.4% | $7,893-33.1% | $6,935-23.9% |