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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 | $41,220 | $77,638-46.9% | $156,551-73.7% | $62,881-34.4% |
| Participation rate | 54.2% | 71.2%-17.0pp | 84.0%-29.8pp | 69.3%-15.1pp |
| Annual return | 5.37% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,080 | $3,444-68.7% | $5,501-80.4% | $2,281-52.7% |
| Participant deferral / active EE | $464 | $3,046-84.8% | $4,871-90.5% | $3,203-85.5% |
| Admin fee / account holder | $1,411 | $5,561-74.6% | $13,028-89.2% | $4,296-67.2% |