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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 | $51,222 | $106,524-51.9% | $152,301-66.4% | $87,485-41.5% |
| Participation rate | 43.1% | 75.8%-32.6pp | 82.4%-39.3pp | 68.9%-25.8pp |
| Annual return | 18.08% | 26.89%-8.8pp | 80.50%-62.4pp | 26.06%-8.0pp |
| Employer contribution / active EE | $783 | $3,371-76.8% | $4,624-83.1% | $2,596-69.9% |
| Participant deferral / active EE | $1,754 | $6,525-73.1% | $8,004-78.1% | $4,274-59.0% |
| Admin fee / account holder | $1,696 | $8,287-79.5% | $14,398-88.2% | $7,775-78.2% |