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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 | $50,919 | $79,961-36.3% | $98,462-48.3% | $75,177-32.3% |
| Participation rate | 37.8% | 70.4%-32.5pp | 75.2%-37.3pp | 67.2%-29.4pp |
| Annual return | 14.16% | 19.75%-5.6pp | 21.17%-7.0pp | 160.75%-146.6pp |
| Employer contribution / active EE | $990 | $2,264-56.3% | $3,049-67.5% | $2,671-62.9% |
| Participant deferral / active EE | $1,160 | $3,753-69.1% | $4,738-75.5% | $4,126-71.9% |
| Admin fee / account holder | $661 | $6,842-90.3% | $8,875-92.6% | $5,651-88.3% |