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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 | $48,636 | $95,084-48.8% | $140,514-65.4% | $69,733-30.3% |
| Participation rate | 37.0% | 68.7%-31.7pp | 77.8%-40.8pp | 62.5%-25.5pp |
| Annual return | 13.60% | 18.56%-5.0pp | 14.36%-0.8pp | 15.22%-1.6pp |
| Employer contribution / active EE | $645 | $2,405-73.2% | $3,378-80.9% | $2,250-71.4% |
| Participant deferral / active EE | $1,405 | $3,868-63.7% | $4,919-71.4% | $3,054-54.0% |
| Admin fee / account holder | $4,834 | $4,885-1.0% | $13,697-64.7% | $3,102+55.8% |