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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 | $48,920 | $56,054-12.7% | $171,082-71.4% | $62,881-22.2% |
| Participation rate | 24.3% | 62.9%-38.6pp | 76.7%-52.4pp | 69.3%-45.0pp |
| Annual return | 7.50% | 22.52%-15.0pp | 32.56%-25.1pp | 20.14%-12.6pp |
| Employer contribution / active EE | $366 | $1,731-78.9% | $4,002-90.9% | $2,281-84.0% |
| Participant deferral / active EE | $692 | $3,158-78.1% | $4,797-85.6% | $3,203-78.4% |
| Admin fee / account holder | $2,906 | $3,647-20.3% | $8,520-65.9% | $4,296-32.3% |