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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 | $54,019 | $76,371-29.3% | $93,621-42.3% | $72,975-26.0% |
| Participation rate | 57.3% | 71.8%-14.4pp | 75.8%-18.5pp | 69.5%-12.2pp |
| Annual return | 22.78% | 25.82%-3.0pp | 32.76%-10.0pp | 81.01%-58.2pp |
| Employer contribution / active EE | $785 | $2,276-65.5% | $2,719-71.1% | $2,440-67.8% |
| Participant deferral / active EE | $988 | $3,538-72.1% | $4,070-75.7% | $3,608-72.6% |
| Admin fee / account holder | $464 | $6,839-93.2% | $7,890-94.1% | $5,124-90.9% |