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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 | $50,427 | $78,707-35.9% | $117,861-57.2% | $70,126-28.1% |
| Participation rate | 36.4% | 73.2%-36.8pp | 79.7%-43.3pp | 69.5%-33.2pp |
| Annual return | 20.33% | 23.30%-3.0pp | 335.11%-314.8pp | 73.15%-52.8pp |
| Employer contribution / active EE | $969 | $2,223-56.4% | $3,786-74.4% | $2,343-58.6% |
| Participant deferral / active EE | $1,302 | $3,297-60.5% | $4,482-71.0% | $3,332-60.9% |
| Admin fee / account holder | $4,927 | $5,066-2.7% | $8,021-38.6% | $4,645+6.1% |