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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 | $42,171 | $91,439-53.9% | $135,974-69.0% | $71,511-41.0% |
| Participation rate | 29.9% | 75.7%-45.8pp | 81.9%-52.0pp | 67.9%-38.1pp |
| Annual return | 28.27% | 29.90%-1.6pp | 68.30%-40.0pp | 28.86%-0.6pp |
| Employer contribution / active EE | $1,026 | $3,705-72.3% | $4,859-78.9% | $2,589-60.4% |
| Participant deferral / active EE | $2,033 | $7,093-71.3% | $7,760-73.8% | $4,291-52.6% |
| Admin fee / account holder | $1,048 | $1,267-17.3% | $10,767-90.3% | $1,588-34.1% |