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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 | $47,173 | $72,027-34.5% | $185,835-74.6% | $79,852-40.9% |
| Participation rate | 41.7% | 65.8%-24.1pp | 78.0%-36.4pp | 69.6%-28.0pp |
| Annual return | 12.55% | 23.13%-10.6pp | 35.96%-23.4pp | 31.72%-19.2pp |
| Employer contribution / active EE | $575 | $1,965-70.7% | $4,087-85.9% | $2,471-76.7% |
| Participant deferral / active EE | $1,246 | $3,780-67.0% | $5,633-77.9% | $3,740-66.7% |
| Admin fee / account holder | $3,150 | $4,513-30.2% | $9,502-66.9% | $5,306-40.6% |