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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 | $45,226 | $67,602-33.1% | $82,312-45.1% | $70,126-35.5% |
| Participation rate | 59.4% | 72.8%-13.4pp | 76.9%-17.5pp | 69.5%-10.2pp |
| Annual return | 12.39% | 21.57%-9.2pp | 25.88%-13.5pp | 73.15%-60.8pp |
| Employer contribution / active EE | $731 | $1,755-58.4% | $2,428-69.9% | $2,343-68.8% |
| Participant deferral / active EE | $1,267 | $2,987-57.6% | $3,706-65.8% | $3,332-62.0% |
| Admin fee / account holder | $5,996 | $4,512+32.9% | $5,608+6.9% | $4,645+29.1% |