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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 | $52,255 | $90,674-42.4% | $96,707-46.0% | $82,448-36.6% |
| Participation rate | 58.8% | 75.9%-17.1pp | 80.4%-21.5pp | 68.1%-9.2pp |
| Annual return | 15.46% | 49.05%-33.6pp | 34.78%-19.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,619 | $3,975-59.3% | $4,191-61.4% | $2,551-36.5% |
| Participant deferral / active EE | $1,774 | $5,696-68.9% | $5,997-70.4% | $4,139-57.1% |
| Admin fee / account holder | $4,247 | $7,568-43.9% | $7,503-43.4% | $7,234-41.3% |