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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 | $57,238 | $95,404-40.0% | $113,397-49.5% | $82,637-30.7% |
| Participation rate | 37.5% | 72.8%-35.3pp | 76.5%-39.0pp | 68.1%-30.6pp |
| Annual return | 13.68% | 19.08%-5.4pp | 23.20%-9.5pp | 53.51%-39.8pp |
| Employer contribution / active EE | $867 | $2,307-62.4% | $2,977-70.9% | $2,552-66.0% |
| Participant deferral / active EE | $1,908 | $4,220-54.8% | $5,076-62.4% | $4,126-53.8% |
| Admin fee / account holder | $523 | $9,168-94.3% | $11,957-95.6% | $7,339-92.9% |