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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 | $46,174 | $76,551-39.7% | $123,894-62.7% | $62,881-26.6% |
| Participation rate | 62.9% | 73.0%-10.1pp | 81.4%-18.6pp | 69.3%-6.4pp |
| Annual return | 8.36% | 18.68%-10.3pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $781 | $2,882-72.9% | $4,617-83.1% | $2,281-65.8% |
| Participant deferral / active EE | $1,950 | $4,840-59.7% | $5,984-67.4% | $3,203-39.1% |
| Admin fee / account holder | $1,229 | $4,826-74.5% | $8,357-85.3% | $4,296-71.4% |