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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 | $42,156 | $86,919-51.5% | $102,457-58.9% | $80,911-47.9% |
| Participation rate | 48.5% | 72.4%-23.9pp | 76.5%-28.0pp | 67.6%-19.2pp |
| Annual return | 11.75% | 18.90%-7.1pp | 29.41%-17.7pp | 35.63%-23.9pp |
| Employer contribution / active EE | $939 | $2,368-60.3% | $3,022-68.9% | $2,756-65.9% |
| Participant deferral / active EE | $1,248 | $4,119-69.7% | $5,054-75.3% | $4,297-71.0% |
| Admin fee / account holder | $5,553 | $8,049-31.0% | $9,451-41.2% | $6,935-19.9% |