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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 | $54,433 | $85,515-36.3% | $112,040-51.4% | $67,986-19.9% |
| Participation rate | 59.2% | 68.2%-9.0pp | 76.5%-17.3pp | 57.2%+2.0pp |
| Annual return | 16.33% | 29.68%-13.3pp | 24.52%-8.2pp | 31.67%-15.3pp |
| Employer contribution / active EE | $1,548 | $2,191-29.3% | $2,954-47.6% | $2,019-23.3% |
| Participant deferral / active EE | $910 | $4,014-77.3% | $5,098-82.1% | $3,358-72.9% |
| Admin fee / account holder | $4,751 | $3,774+25.9% | $12,098-60.7% | $3,203+48.3% |