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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 | $50,662 | $95,453-46.9% | $112,040-54.8% | $82,448-38.6% |
| Participation rate | 39.7% | 72.8%-33.0pp | 76.5%-36.7pp | 68.1%-28.3pp |
| Annual return | 15.36% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,448 | $2,318-37.5% | $2,954-51.0% | $2,551-43.2% |
| Participant deferral / active EE | $1,548 | $4,224-63.4% | $5,098-69.6% | $4,139-62.6% |
| Admin fee / account holder | $15,032 | $9,013+66.8% | $12,098+24.3% | $7,234+107.8% |