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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 | $54,745 | $143,969-62.0% | $199,883-72.6% | $82,637-33.8% |
| Participation rate | 61.0% | 84.1%-23.2pp | 86.8%-25.8pp | 68.1%-7.1pp |
| Annual return | 15.23% | 25.67%-10.4pp | 43.81%-28.6pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,661 | $4,632-64.1% | $6,261-73.5% | $2,552-34.9% |
| Participant deferral / active EE | $2,285 | $6,937-67.1% | $9,138-75.0% | $4,126-44.6% |
| Admin fee / account holder | $8,207 | $14,597-43.8% | $17,268-52.5% | $7,339+11.8% |