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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 | $30,856 | $75,963-59.4% | $97,995-68.5% | $70,126-56.0% |
| Participation rate | 42.3% | 77.0%-34.7pp | 82.4%-40.1pp | 69.5%-27.2pp |
| Annual return | 17.40% | 19.26%-1.9pp | 23.94%-6.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $909 | $3,278-72.3% | $4,158-78.1% | $2,343-61.2% |
| Participant deferral / active EE | $1,247 | $4,053-69.2% | $5,097-75.5% | $3,332-62.6% |
| Admin fee / account holder | $1,466 | $5,407-72.9% | $5,943-75.3% | $4,645-68.4% |