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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 | $81,446-37.8% | $103,374-51.0% | $80,874-37.3% |
| Participation rate | 33.3% | 66.9%-33.5pp | 74.5%-41.2pp | 67.6%-34.3pp |
| Annual return | 15.21% | 25.57%-10.4pp | 24.89%-9.7pp | 35.62%-20.4pp |
| Employer contribution / active EE | $1,023 | $3,107-67.1% | $3,869-73.6% | $2,756-62.9% |
| Participant deferral / active EE | $1,504 | $3,870-61.1% | $5,058-70.3% | $4,297-65.0% |
| Admin fee / account holder | $866 | $6,715-87.1% | $8,394-89.7% | $6,935-87.5% |