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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 | $46,545 | $101,778-54.3% | $164,975-71.8% | $80,925-42.5% |
| Participation rate | 65.4% | 71.8%-6.4pp | 78.6%-13.2pp | 67.7%-2.3pp |
| Annual return | 11.64% | 16.73%-5.1pp | 70.12%-58.5pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,259 | $2,954-57.4% | $4,343-71.0% | $2,756-54.3% |
| Participant deferral / active EE | $1,708 | $4,477-61.9% | $6,033-71.7% | $4,299-60.3% |
| Admin fee / account holder | $1,018 | $8,221-87.6% | $12,688-92.0% | $6,940-85.3% |