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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 | $52,324 | $95,453-45.2% | $112,040-53.3% | $82,448-36.5% |
| Participation rate | 63.6% | 72.8%-9.1pp | 76.5%-12.9pp | 68.1%-4.4pp |
| Annual return | 18.59% | 23.92%-5.3pp | 24.52%-5.9pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,254 | $2,318-45.9% | $2,954-57.5% | $2,551-50.8% |
| Participant deferral / active EE | $1,736 | $4,224-58.9% | $5,098-65.9% | $4,139-58.1% |
| Admin fee / account holder | $13,317 | $9,013+47.7% | $12,098+10.1% | $7,234+84.1% |