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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 | $50,698 | $81,487-37.8% | $102,412-50.5% | $80,935-37.4% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 15.21% | 25.60%-10.4pp | 24.94%-9.7pp | 35.66%-20.4pp |
| Employer contribution / active EE | $1,023 | $3,103-67.0% | $3,870-73.6% | $2,757-62.9% |
| Participant deferral / active EE | $1,504 | $3,871-61.1% | $5,060-70.3% | $4,299-65.0% |
| Admin fee / account holder | $866 | $6,717-87.1% | $8,388-89.7% | $6,924-87.5% |