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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 | $58,941 | $86,050-31.5% | $189,758-68.9% | $94,015-37.3% |
| Participation rate | 53.3% | 68.9%-15.6pp | 79.8%-26.5pp | 70.8%-17.5pp |
| Annual return | 14.31% | 17.77%-3.5pp | 52.62%-38.3pp | 17.84%-3.5pp |
| Employer contribution / active EE | $540 | $2,819-80.9% | $4,767-88.7% | $2,790-80.7% |
| Participant deferral / active EE | $886 | $3,349-73.5% | $5,856-84.9% | $4,249-79.1% |
| Admin fee / account holder | $1,393 | $6,627-79.0% | $20,388-93.2% | $8,951-84.4% |