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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 | $47,270 | $76,551-38.3% | $123,894-61.8% | $62,881-24.8% |
| Participation rate | 48.1% | 73.0%-24.8pp | 81.4%-33.3pp | 69.3%-21.2pp |
| Annual return | 6.98% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,658 | $2,882-42.5% | $4,617-64.1% | $2,281-27.3% |
| Participant deferral / active EE | $1,974 | $4,840-59.2% | $5,984-67.0% | $3,203-38.4% |
| Admin fee / account holder | $519 | $4,826-89.3% | $8,357-93.8% | $4,296-87.9% |