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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 | $31,670 | $76,551-58.6% | $123,894-74.4% | $62,881-49.6% |
| Participation rate | 51.1% | 73.0%-21.9pp | 81.4%-30.3pp | 69.3%-18.2pp |
| Annual return | 8.12% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,209 | $2,882-58.1% | $4,617-73.8% | $2,281-47.0% |
| Participant deferral / active EE | $1,839 | $4,840-62.0% | $5,984-69.3% | $3,203-42.6% |
| Admin fee / account holder | $4,395 | $4,826-8.9% | $8,357-47.4% | $4,296+2.3% |