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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 | $43,337 | $81,487-46.8% | $102,412-57.7% | $80,935-46.5% |
| Participation rate | 31.7% | 66.8%-35.2pp | 74.5%-42.8pp | 67.7%-36.0pp |
| Annual return | 13.10% | 25.60%-12.5pp | 24.94%-11.8pp | 35.66%-22.6pp |
| Employer contribution / active EE | $889 | $3,103-71.4% | $3,870-77.0% | $2,757-67.8% |
| Participant deferral / active EE | $1,586 | $3,871-59.0% | $5,060-68.7% | $4,299-63.1% |
| Admin fee / account holder | $1,625 | $6,717-75.8% | $8,388-80.6% | $6,924-76.5% |