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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 | $49,127 | $91,439-46.3% | $135,974-63.9% | $71,511-31.3% |
| Participation rate | 37.6% | 75.7%-38.1pp | 81.9%-44.3pp | 67.9%-30.3pp |
| Annual return | 68.95% | 29.90%+39.0pp | 68.30%+0.6pp | 28.86%+40.1pp |
| Employer contribution / active EE | $1,326 | $3,705-64.2% | $4,859-72.7% | $2,589-48.8% |
| Participant deferral / active EE | $2,588 | $7,093-63.5% | $7,760-66.6% | $4,291-39.7% |
| Admin fee / account holder | $2,354 | $1,267+85.8% | $10,767-78.1% | $1,588+48.2% |