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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 | $47,927 | $83,485-42.6% | $125,192-61.7% | $72,975-34.3% |
| Participation rate | 53.5% | 73.3%-19.8pp | 79.8%-26.3pp | 69.5%-16.0pp |
| Annual return | 22.59% | 25.77%-3.2pp | 43.79%-21.2pp | 81.01%-58.4pp |
| Employer contribution / active EE | $675 | $2,346-71.2% | $3,866-82.5% | $2,440-72.3% |
| Participant deferral / active EE | $827 | $3,586-76.9% | $4,937-83.2% | $3,608-77.1% |
| Admin fee / account holder | $2,543 | $5,518-53.9% | $9,704-73.8% | $5,124-50.4% |