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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 | $47,702 | $60,349-21.0% | $74,184-35.7% | $62,881-24.1% |
| Participation rate | 51.5% | 72.7%-21.2pp | 76.6%-25.1pp | 69.3%-17.8pp |
| Annual return | 10.76% | 21.38%-10.6pp | 17.74%-7.0pp | 20.14%-9.4pp |
| Employer contribution / active EE | $799 | $1,680-52.4% | $2,370-66.3% | $2,281-65.0% |
| Participant deferral / active EE | $1,203 | $2,856-57.9% | $3,550-66.1% | $3,203-62.5% |
| Admin fee / account holder | $3,053 | $4,261-28.3% | $5,586-45.3% | $4,296-28.9% |