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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 | $42,885 | $95,404-55.0% | $113,397-62.2% | $82,637-48.1% |
| Participation rate | 23.1% | 72.8%-49.7pp | 76.5%-53.4pp | 68.1%-45.0pp |
| Annual return | 21.60% | 19.08%+2.5pp | 23.20%-1.6pp | 53.51%-31.9pp |
| Employer contribution / active EE | $770 | $2,307-66.6% | $2,977-74.1% | $2,552-69.8% |
| Participant deferral / active EE | $1,719 | $4,220-59.3% | $5,076-66.1% | $4,126-58.3% |
| Admin fee / account holder | $3,114 | $9,168-66.0% | $11,957-74.0% | $7,339-57.6% |