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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 | $97,550-51.3% | $120,344-60.5% | $87,485-45.6% |
| Participation rate | 55.6% | 72.8%-17.3pp | 76.7%-21.2pp | 68.9%-13.4pp |
| Annual return | 12.91% | 18.41%-5.5pp | 20.30%-7.4pp | 26.06%-13.1pp |
| Employer contribution / active EE | $1,354 | $2,291-40.9% | $3,020-55.2% | $2,596-47.8% |
| Participant deferral / active EE | $1,926 | $4,230-54.5% | $5,135-62.5% | $4,274-54.9% |
| Admin fee / account holder | $875 | $9,543-90.8% | $12,742-93.1% | $7,775-88.8% |