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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 | $46,751 | $106,864-56.3% | $147,318-68.3% | $82,637-43.4% |
| Participation rate | 55.6% | 75.5%-19.9pp | 82.1%-26.5pp | 68.1%-12.5pp |
| Annual return | 15.21% | 27.49%-12.3pp | 70.43%-55.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,319 | $3,417-61.4% | $4,593-71.3% | $2,552-48.3% |
| Participant deferral / active EE | $2,272 | $6,496-65.0% | $7,906-71.3% | $4,126-44.9% |
| Admin fee / account holder | $3,550 | $8,415-57.8% | $13,708-74.1% | $7,339-51.6% |