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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 | $44,635 | $73,988-39.7% | $96,538-53.8% | $75,177-40.6% |
| Participation rate | 53.2% | 66.4%-13.2pp | 74.3%-21.2pp | 67.2%-14.0pp |
| Annual return | 15.95% | 26.73%-10.8pp | 35.74%-19.8pp | 160.75%-144.8pp |
| Employer contribution / active EE | $1,225 | $2,930-58.2% | $3,740-67.2% | $2,671-54.1% |
| Participant deferral / active EE | $1,009 | $3,660-72.4% | $4,880-79.3% | $4,126-75.6% |
| Admin fee / account holder | $6,936 | $5,220+32.9% | $6,737+2.9% | $5,651+22.7% |