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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 | $49,197 | $81,504-39.6% | $102,437-52.0% | $80,959-39.2% |
| Participation rate | 65.3% | 66.9%-1.5pp | 74.5%-9.2pp | 67.7%-2.4pp |
| Annual return | 13.13% | 25.60%-12.5pp | 24.95%-11.8pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,662 | $3,104-46.4% | $3,871-57.1% | $2,757-39.7% |
| Participant deferral / active EE | $998 | $3,871-74.2% | $5,060-80.3% | $4,300-76.8% |
| Admin fee / account holder | $1,163 | $6,719-82.7% | $8,388-86.1% | $6,925-83.2% |