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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 | $86,940-48.6% | $102,434-56.4% | $80,935-44.8% |
| Participation rate | 61.8% | 72.4%-10.6pp | 76.5%-14.7pp | 67.7%-5.9pp |
| Annual return | 12.43% | 18.89%-6.5pp | 29.46%-17.0pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,072 | $2,370-54.8% | $3,023-64.5% | $2,757-61.1% |
| Participant deferral / active EE | $1,572 | $4,121-61.9% | $5,055-68.9% | $4,299-63.4% |
| Admin fee / account holder | $6,288 | $8,047-21.9% | $9,462-33.5% | $6,924-9.2% |