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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 | $54,089 | $71,208-24.0% | $93,681-42.3% | $80,911-33.1% |
| Participation rate | 42.6% | 60.4%-17.8pp | 68.7%-26.2pp | 67.6%-25.1pp |
| Annual return | 14.84% | 11.27%+3.6pp | 133.47%-118.6pp | 35.63%-20.8pp |
| Employer contribution / active EE | $705 | $1,564-54.9% | $2,422-70.9% | $2,756-74.4% |
| Participant deferral / active EE | $1,173 | $4,035-70.9% | $4,415-73.4% | $4,297-72.7% |
| Admin fee / account holder | $5,436 | $6,951-21.8% | $8,290-34.4% | $6,935-21.6% |