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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 | $36,176 | $86,940-58.4% | $102,434-64.7% | $80,935-55.3% |
| Participation rate | 52.6% | 72.4%-19.8pp | 76.5%-23.9pp | 67.7%-15.0pp |
| Annual return | 16.71% | 18.89%-2.2pp | 29.46%-12.7pp | 35.66%-18.9pp |
| Employer contribution / active EE | $1,999 | $2,370-15.6% | $3,023-33.9% | $2,757-27.5% |
| Participant deferral / active EE | $1,166 | $4,121-71.7% | $5,055-76.9% | $4,299-72.9% |
| Admin fee / account holder | $668 | $8,047-91.7% | $9,462-92.9% | $6,924-90.3% |