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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 | $54,383 | $138,393-60.7% | $184,256-70.5% | $80,959-32.8% |
| Participation rate | 63.0% | 83.9%-20.9pp | 86.8%-23.8pp | 67.7%-4.7pp |
| Annual return | 11.56% | 20.01%-8.4pp | 28.85%-17.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,952 | $4,847-59.7% | $6,427-69.6% | $2,757-29.2% |
| Participant deferral / active EE | $2,787 | $7,076-60.6% | $9,133-69.5% | $4,300-35.2% |
| Admin fee / account holder | $546 | $10,489-94.8% | $13,899-96.1% | $6,925-92.1% |