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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 | $62,210 | $109,620-43.2% | $148,496-58.1% | $94,015-33.8% |
| Participation rate | 29.0% | 71.3%-42.2pp | 76.0%-47.0pp | 70.8%-41.8pp |
| Annual return | 11.85% | 17.54%-5.7pp | 12.33%-0.5pp | 17.84%-6.0pp |
| Employer contribution / active EE | $909 | $2,618-65.3% | $3,497-74.0% | $2,790-67.4% |
| Participant deferral / active EE | $1,723 | $3,831-55.0% | $4,808-64.2% | $4,249-59.5% |
| Admin fee / account holder | $3,418 | $10,050-66.0% | $19,547-82.5% | $8,951-61.8% |