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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 | $53,247 | $95,453-44.2% | $112,040-52.5% | $82,448-35.4% |
| Participation rate | 41.1% | 72.8%-31.7pp | 76.5%-35.4pp | 68.1%-27.0pp |
| Annual return | 16.94% | 23.92%-7.0pp | 24.52%-7.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $699 | $2,318-69.9% | $2,954-76.3% | $2,551-72.6% |
| Participant deferral / active EE | $1,797 | $4,224-57.5% | $5,098-64.7% | $4,139-56.6% |
| Admin fee / account holder | $12,033 | $9,013+33.5% | $12,098-0.5% | $7,234+66.3% |