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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 | $48,250 | $93,617-48.5% | $135,982-64.5% | $75,177-35.8% |
| Participation rate | 47.2% | 75.2%-28.0pp | 81.9%-34.8pp | 67.2%-20.0pp |
| Annual return | 16.81% | 30.89%-14.1pp | 68.32%-51.5pp | 160.75%-143.9pp |
| Employer contribution / active EE | $1,308 | $3,538-63.0% | $4,859-73.1% | $2,671-51.0% |
| Participant deferral / active EE | $2,463 | $6,406-61.5% | $7,760-68.3% | $4,126-40.3% |
| Admin fee / account holder | $5,415 | $6,980-22.4% | $10,767-49.7% | $5,651-4.2% |