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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 | $34,374 | $81,208-57.7% | $98,920-65.3% | $79,856-57.0% |
| Participation rate | 42.1% | 72.5%-30.4pp | 76.0%-33.9pp | 69.6%-27.5pp |
| Annual return | 17.64% | 60.99%-43.4pp | 196.47%-178.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $768 | $1,960-60.8% | $2,689-71.4% | $2,471-68.9% |
| Participant deferral / active EE | $1,131 | $3,265-65.4% | $4,245-73.4% | $3,741-69.8% |
| Admin fee / account holder | $1,463 | $6,013-75.7% | $6,643-78.0% | $5,306-72.4% |