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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 | $57,529 | $106,749-46.1% | $145,433-60.4% | $82,448-30.2% |
| Participation rate | 49.2% | 75.6%-26.4pp | 82.1%-32.9pp | 68.1%-18.9pp |
| Annual return | 18.15% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,023 | $3,444-70.3% | $4,554-77.5% | $2,551-59.9% |
| Participant deferral / active EE | $2,170 | $6,519-66.7% | $7,897-72.5% | $4,139-47.6% |
| Admin fee / account holder | $9,454 | $8,390+12.7% | $13,129-28.0% | $7,234+30.7% |