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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 | $40,918 | $87,733-53.4% | $106,554-61.6% | $85,851-52.3% |
| Participation rate | 41.0% | 71.9%-30.9pp | 76.1%-35.1pp | 69.3%-28.3pp |
| Annual return | 12.71% | 21.86%-9.1pp | 26.80%-14.1pp | 318.63%-305.9pp |
| Employer contribution / active EE | $545 | $2,073-73.7% | $2,819-80.7% | $2,565-78.8% |
| Participant deferral / active EE | $903 | $3,469-74.0% | $4,398-79.5% | $3,952-77.2% |
| Admin fee / account holder | $656 | $6,767-90.3% | $7,408-91.1% | $6,261-89.5% |