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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 | $106,864-46.2% | $147,318-60.9% | $82,637-30.4% |
| Participation rate | 49.2% | 75.5%-26.3pp | 82.1%-32.9pp | 68.1%-18.8pp |
| Annual return | 18.15% | 27.49%-9.3pp | 70.43%-52.3pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,023 | $3,417-70.1% | $4,593-77.7% | $2,552-59.9% |
| Participant deferral / active EE | $2,170 | $6,496-66.6% | $7,906-72.6% | $4,126-47.4% |
| Admin fee / account holder | $9,454 | $8,415+12.4% | $13,708-31.0% | $7,339+28.8% |