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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 | $31,540 | $91,559-65.6% | $133,978-76.5% | $79,856-60.5% |
| Participation rate | 51.2% | 73.3%-22.2pp | 79.8%-28.7pp | 69.6%-18.5pp |
| Annual return | 11.92% | 61.85%-49.9pp | 45.10%-33.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $800 | $2,384-66.4% | $3,919-79.6% | $2,471-67.6% |
| Participant deferral / active EE | $1,009 | $3,734-73.0% | $5,047-80.0% | $3,741-73.0% |
| Admin fee / account holder | $5,968 | $6,321-5.6% | $8,930-33.2% | $5,306+12.5% |