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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 | $41,023 | $127,387-67.8% | $115,038-64.3% | $125,389-67.3% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | 0.34% | 31.28%-30.9pp | 26.14%-25.8pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,470 | $5,166-71.5% | $4,608-68.1% | $4,866-69.8% |
| Participant deferral / active EE | $1,577 | $6,423-75.5% | $6,026-73.8% | $5,352-70.5% |
| Admin fee / account holder | $3,748 | $9,516-60.6% | $8,175-54.2% | $9,541-60.7% |