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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 | $60,443 | $97,648-38.1% | $121,663-50.3% | $87,485-30.9% |
| Participation rate | 42.3% | 70.5%-28.2pp | 74.5%-32.2pp | 68.9%-26.6pp |
| Annual return | 13.97% | 18.03%-4.1pp | 147.54%-133.6pp | 26.06%-12.1pp |
| Employer contribution / active EE | $987 | $2,300-57.1% | $3,020-67.3% | $2,596-62.0% |
| Participant deferral / active EE | $1,644 | $3,923-58.1% | $4,887-66.4% | $4,274-61.5% |
| Admin fee / account holder | $2,098 | $11,100-81.1% | $14,289-85.3% | $7,775-73.0% |