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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 | $59,419 | $86,050-30.9% | $189,758-68.7% | $94,015-36.8% |
| Participation rate | 30.8% | 68.9%-38.1pp | 79.8%-49.0pp | 70.8%-40.1pp |
| Annual return | 21.14% | 17.77%+3.4pp | 52.62%-31.5pp | 17.84%+3.3pp |
| Employer contribution / active EE | $1,006 | $2,819-64.3% | $4,767-78.9% | $2,790-63.9% |
| Participant deferral / active EE | $942 | $3,349-71.9% | $5,856-83.9% | $4,249-77.8% |
| Admin fee / account holder | $3,033 | $6,627-54.2% | $20,388-85.1% | $8,951-66.1% |