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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 | $45,361 | $123,000-63.1% | $105,582-57.0% | $198,609-77.2% |
| Participation rate | 26.1% | 76.8%-50.7pp | 71.8%-45.7pp | 82.4%-56.3pp |
| Annual return | 18.88% | 18.31%+0.6pp | 18.61%+0.3pp | 202.70%-183.8pp |
| Employer contribution / active EE | $919 | $3,582-74.3% | $2,984-69.2% | $5,055-81.8% |
| Participant deferral / active EE | $1,357 | $5,013-72.9% | $4,353-68.8% | $6,977-80.5% |
| Admin fee / account holder | $3,708 | $16,254-77.2% | $12,856-71.2% | $19,030-80.5% |