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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 | $40,813 | $67,606-39.6% | $82,313-50.4% | $70,124-41.8% |
| Participation rate | 31.9% | 72.8%-40.9pp | 76.9%-45.0pp | 69.5%-37.6pp |
| Annual return | 16.39% | 21.57%-5.2pp | 25.88%-9.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $499 | $1,755-71.6% | $2,428-79.5% | $2,342-78.7% |
| Participant deferral / active EE | $1,150 | $2,987-61.5% | $3,706-69.0% | $3,332-65.5% |
| Admin fee / account holder | $6,240 | $4,512+38.3% | $5,608+11.3% | $4,645+34.3% |