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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 | $67,051 | $109,620-38.8% | $148,496-54.8% | $94,015-28.7% |
| Participation rate | 50.0% | 71.3%-21.3pp | 76.0%-26.0pp | 70.8%-20.8pp |
| Annual return | 12.13% | 17.54%-5.4pp | 12.33%-0.2pp | 17.84%-5.7pp |
| Employer contribution / active EE | $879 | $2,618-66.4% | $3,497-74.9% | $2,790-68.5% |
| Participant deferral / active EE | $1,373 | $3,831-64.2% | $4,808-71.5% | $4,249-67.7% |
| Admin fee / account holder | $13,639 | $10,050+35.7% | $19,547-30.2% | $8,951+52.4% |