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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 | $42,937 | $108,825-60.5% | $156,181-72.5% | $82,448-47.9% |
| Participation rate | 50.6% | 72.4%-21.7pp | 78.8%-28.2pp | 68.1%-17.4pp |
| Annual return | 13.95% | 20.59%-6.6pp | 64.87%-50.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,857 | $2,870-35.3% | $4,294-56.7% | $2,551-27.2% |
| Participant deferral / active EE | $1,923 | $4,577-58.0% | $6,132-68.6% | $4,139-53.5% |
| Admin fee / account holder | $2,699 | $9,341-71.1% | $14,586-81.5% | $7,234-62.7% |