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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 | $44,710 | $86,919-48.6% | $102,457-56.4% | $80,911-44.7% |
| Participation rate | 61.8% | 72.4%-10.6pp | 76.5%-14.7pp | 67.6%-5.9pp |
| Annual return | 12.43% | 18.90%-6.5pp | 29.41%-17.0pp | 35.63%-23.2pp |
| Employer contribution / active EE | $1,072 | $2,368-54.7% | $3,022-64.5% | $2,756-61.1% |
| Participant deferral / active EE | $1,572 | $4,119-61.8% | $5,054-68.9% | $4,297-63.4% |
| Admin fee / account holder | $6,288 | $8,049-21.9% | $9,451-33.5% | $6,935-9.3% |