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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 | $56,992 | $46,877+21.6% | $122,354-53.4% | $70,126-18.7% |
| Participation rate | 46.7% | 58.2%-11.5pp | 71.6%-25.0pp | 69.5%-22.9pp |
| Annual return | 15.41% | 24.22%-8.8pp | 30.28%-14.9pp | 73.15%-57.7pp |
| Employer contribution / active EE | $548 | $1,288-57.4% | $4,051-86.5% | $2,343-76.6% |
| Participant deferral / active EE | $629 | $2,167-71.0% | $3,287-80.9% | $3,332-81.1% |
| Admin fee / account holder | $327 | $3,324-90.2% | $5,479-94.0% | $4,645-93.0% |