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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 | $44,676 | $106,749-58.1% | $145,433-69.3% | $82,448-45.8% |
| Participation rate | 60.6% | 75.6%-15.0pp | 82.1%-21.5pp | 68.1%-7.4pp |
| Annual return | 18.57% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,081 | $3,444-68.6% | $4,554-76.3% | $2,551-57.6% |
| Participant deferral / active EE | $1,693 | $6,519-74.0% | $7,897-78.6% | $4,139-59.1% |
| Admin fee / account holder | $1,012 | $8,390-87.9% | $13,129-92.3% | $7,234-86.0% |