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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 | $44,945 | $76,551-41.3% | $123,894-63.7% | $62,881-28.5% |
| Participation rate | 69.2% | 73.0%-3.8pp | 81.4%-12.2pp | 69.3%-0.1pp |
| Annual return | 7.07% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $524 | $2,882-81.8% | $4,617-88.6% | $2,281-77.0% |
| Participant deferral / active EE | $1,844 | $4,840-61.9% | $5,984-69.2% | $3,203-42.4% |
| Admin fee / account holder | $5,110 | $4,826+5.9% | $8,357-38.8% | $4,296+19.0% |