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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 | $38,467 | $124,980-69.2% | $108,359-64.5% | $154,746-75.1% |
| Participation rate | 47.6% | 75.2%-27.5pp | 70.1%-22.5pp | 80.7%-33.1pp |
| Annual return | 14.50% | 45.00%-30.5pp | 36.89%-22.4pp | 172.34%-157.8pp |
| Employer contribution / active EE | $960 | $2,851-66.3% | $2,399-60.0% | $4,379-78.1% |
| Participant deferral / active EE | $1,200 | $4,743-74.7% | $4,137-71.0% | $6,730-82.2% |
| Admin fee / account holder | $4,799 | $11,502-58.3% | $9,741-50.7% | $14,365-66.6% |