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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 | $47,554 | $95,453-50.2% | $112,040-57.6% | $82,448-42.3% |
| Participation rate | 55.6% | 72.8%-17.2pp | 76.5%-20.9pp | 68.1%-12.5pp |
| Annual return | 12.91% | 23.92%-11.0pp | 24.52%-11.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,354 | $2,318-41.6% | $2,954-54.2% | $2,551-46.9% |
| Participant deferral / active EE | $1,926 | $4,224-54.4% | $5,098-62.2% | $4,139-53.5% |
| Admin fee / account holder | $875 | $9,013-90.3% | $12,098-92.8% | $7,234-87.9% |