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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 | $97,550-49.0% | $120,344-58.7% | $87,485-43.2% |
| Participation rate | 42.9% | 72.8%-30.0pp | 76.7%-33.9pp | 68.9%-26.1pp |
| Annual return | 17.45% | 18.41%-1.0pp | 20.30%-2.9pp | 26.06%-8.6pp |
| Employer contribution / active EE | $873 | $2,291-61.9% | $3,020-71.1% | $2,596-66.4% |
| Participant deferral / active EE | $1,867 | $4,230-55.8% | $5,135-63.6% | $4,274-56.3% |
| Admin fee / account holder | $1,766 | $9,543-81.5% | $12,742-86.1% | $7,775-77.3% |