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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 | $51,502 | $81,504-36.8% | $102,437-49.7% | $80,959-36.4% |
| Participation rate | 57.1% | 66.9%-9.7pp | 74.5%-17.4pp | 67.7%-10.5pp |
| Annual return | 24.33% | 25.60%-1.3pp | 24.95%-0.6pp | 35.67%-11.3pp |
| Employer contribution / active EE | $2,291 | $3,104-26.2% | $3,871-40.8% | $2,757-16.9% |
| Participant deferral / active EE | $974 | $3,871-74.8% | $5,060-80.7% | $4,300-77.3% |
| Admin fee / account holder | $5,553 | $6,719-17.4% | $8,388-33.8% | $6,925-19.8% |