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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 | $40,106 | $86,940-53.9% | $102,434-60.8% | $80,935-50.4% |
| Participation rate | 36.5% | 72.4%-35.8pp | 76.5%-40.0pp | 67.7%-31.1pp |
| Annual return | 15.14% | 18.89%-3.8pp | 29.46%-14.3pp | 35.66%-20.5pp |
| Employer contribution / active EE | $939 | $2,370-60.4% | $3,023-68.9% | $2,757-65.9% |
| Participant deferral / active EE | $1,842 | $4,121-55.3% | $5,055-63.6% | $4,299-57.2% |
| Admin fee / account holder | $1,072 | $8,047-86.7% | $9,462-88.7% | $6,924-84.5% |