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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 | $45,231 | $76,551-40.9% | $123,894-63.5% | $62,881-28.1% |
| Participation rate | 27.9% | 73.0%-45.1pp | 81.4%-53.5pp | 69.3%-41.4pp |
| Annual return | 6.24% | 18.68%-12.4pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $511 | $2,882-82.3% | $4,617-88.9% | $2,281-77.6% |
| Participant deferral / active EE | $1,195 | $4,840-75.3% | $5,984-80.0% | $3,203-62.7% |
| Admin fee / account holder | $2,758 | $4,826-42.9% | $8,357-67.0% | $4,296-35.8% |