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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 | $42,148 | $76,371-44.8% | $93,621-55.0% | $72,976-42.2% |
| Participation rate | 27.0% | 71.8%-44.7pp | 75.8%-48.8pp | 69.5%-42.5pp |
| Annual return | 21.34% | 25.82%-4.5pp | 32.76%-11.4pp | 81.02%-59.7pp |
| Employer contribution / active EE | $647 | $2,276-71.6% | $2,719-76.2% | $2,440-73.5% |
| Participant deferral / active EE | $1,043 | $3,538-70.5% | $4,070-74.4% | $3,608-71.1% |
| Admin fee / account holder | $834 | $6,839-87.8% | $7,890-89.4% | $5,124-83.7% |