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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 | $55,547 | $72,027-22.9% | $185,861-70.1% | $79,856-30.4% |
| Participation rate | 45.5% | 65.8%-20.3pp | 78.0%-32.6pp | 69.6%-24.2pp |
| Annual return | 26.39% | 23.13%+3.3pp | 35.96%-9.6pp | 31.71%-5.3pp |
| Employer contribution / active EE | $680 | $1,965-65.4% | $4,088-83.4% | $2,471-72.5% |
| Participant deferral / active EE | $1,152 | $3,780-69.5% | $5,634-79.6% | $3,741-69.2% |
| Admin fee / account holder | $2,186 | $4,513-51.6% | $9,503-77.0% | $5,306-58.8% |