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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 | $40,420 | $53,774-24.8% | $134,162-69.9% | $79,856-49.4% |
| Participation rate | 51.0% | 58.8%-7.8pp | 72.2%-21.2pp | 69.6%-18.6pp |
| Annual return | 15.89% | 19.01%-3.1pp | 36.35%-20.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $560 | $1,322-57.6% | $3,705-84.9% | $2,471-77.3% |
| Participant deferral / active EE | $780 | $2,420-67.8% | $3,500-77.7% | $3,741-79.2% |
| Admin fee / account holder | $4,057 | $3,985+1.8% | $6,685-39.3% | $5,306-23.5% |