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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 | $50,908 | $86,938-41.4% | $102,423-50.3% | $80,925-37.1% |
| Participation rate | 41.3% | 72.4%-31.1pp | 76.5%-35.3pp | 67.7%-26.4pp |
| Annual return | 11.55% | 18.89%-7.3pp | 29.42%-17.9pp | 35.65%-24.1pp |
| Employer contribution / active EE | $1,139 | $2,369-51.9% | $3,023-62.3% | $2,756-58.7% |
| Participant deferral / active EE | $1,770 | $4,120-57.0% | $5,054-65.0% | $4,299-58.8% |
| Admin fee / account holder | $555 | $8,053-93.1% | $9,455-94.1% | $6,940-92.0% |