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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 | $52,201 | $87,060-40.0% | $105,591-50.6% | $80,911-35.5% |
| Participation rate | 38.5% | 70.4%-32.0pp | 75.3%-36.8pp | 67.6%-29.2pp |
| Annual return | 14.18% | 17.05%-2.9pp | 116.43%-102.2pp | 35.63%-21.5pp |
| Employer contribution / active EE | $1,324 | $2,396-44.7% | $3,166-58.2% | $2,756-51.9% |
| Participant deferral / active EE | $1,438 | $3,986-63.9% | $5,008-71.3% | $4,297-66.5% |
| Admin fee / account holder | $3,126 | $8,442-63.0% | $11,024-71.6% | $6,935-54.9% |