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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 | $48,228 | $106,524-54.7% | $152,301-68.3% | $87,485-44.9% |
| Participation rate | 34.8% | 75.8%-41.0pp | 82.4%-47.7pp | 68.9%-34.1pp |
| Annual return | 15.54% | 26.89%-11.4pp | 80.50%-65.0pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,233 | $3,371-63.4% | $4,624-73.3% | $2,596-52.5% |
| Participant deferral / active EE | $2,169 | $6,525-66.8% | $8,004-72.9% | $4,274-49.2% |
| Admin fee / account holder | $558 | $8,287-93.3% | $14,398-96.1% | $7,775-92.8% |