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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 | $49,131 | $69,977-29.8% | $108,582-54.8% | $62,881-21.9% |
| Participation rate | 66.7% | 72.9%-6.2pp | 79.6%-12.9pp | 69.3%-2.6pp |
| Annual return | 10.78% | 10.73%+0.1pp | -51.70%+62.5pp | 20.14%-9.4pp |
| Employer contribution / active EE | $1,894 | $2,135-11.3% | $3,758-49.6% | $2,281-17.0% |
| Participant deferral / active EE | $1,345 | $3,165-57.5% | $4,311-68.8% | $3,203-58.0% |
| Admin fee / account holder | $2,521 | $5,076-50.3% | $7,645-67.0% | $4,296-41.3% |