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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 | $42,881 | $106,749-59.8% | $145,433-70.5% | $82,448-48.0% |
| Participation rate | 39.5% | 75.6%-36.2pp | 82.1%-42.6pp | 68.1%-28.6pp |
| Annual return | 16.68% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $677 | $3,444-80.3% | $4,554-85.1% | $2,551-73.5% |
| Participant deferral / active EE | $1,285 | $6,519-80.3% | $7,897-83.7% | $4,139-69.0% |
| Admin fee / account holder | $1,673 | $8,390-80.1% | $13,129-87.3% | $7,234-76.9% |