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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 | $39,340 | $86,949-54.8% | $102,460-61.6% | $80,959-51.4% |
| Participation rate | 41.6% | 72.4%-30.8pp | 76.5%-35.0pp | 67.7%-26.1pp |
| Annual return | 16.09% | 18.89%-2.8pp | 29.47%-13.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,391 | $2,370-41.3% | $3,025-54.0% | $2,757-49.5% |
| Participant deferral / active EE | $1,491 | $4,121-63.8% | $5,056-70.5% | $4,300-65.3% |
| Admin fee / account holder | $617 | $8,048-92.3% | $9,460-93.5% | $6,925-91.1% |