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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 | $49,723 | $95,453-47.9% | $112,040-55.6% | $82,448-39.7% |
| Participation rate | 42.9% | 72.8%-29.9pp | 76.5%-33.6pp | 68.1%-25.2pp |
| Annual return | 17.45% | 23.92%-6.5pp | 24.52%-7.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $873 | $2,318-62.3% | $2,954-70.5% | $2,551-65.8% |
| Participant deferral / active EE | $1,867 | $4,224-55.8% | $5,098-63.4% | $4,139-54.9% |
| Admin fee / account holder | $1,766 | $9,013-80.4% | $12,098-85.4% | $7,234-75.6% |