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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 | $46,305 | $81,457-43.2% | $103,378-55.2% | $80,911-42.8% |
| Participation rate | 36.4% | 66.8%-30.5pp | 74.5%-38.1pp | 67.6%-31.3pp |
| Annual return | 14.72% | 25.58%-10.9pp | 24.91%-10.2pp | 35.63%-20.9pp |
| Employer contribution / active EE | $911 | $3,107-70.7% | $3,870-76.5% | $2,756-66.9% |
| Participant deferral / active EE | $1,527 | $3,871-60.5% | $5,058-69.8% | $4,297-64.5% |
| Admin fee / account holder | $2,924 | $6,717-56.5% | $8,401-65.2% | $6,935-57.8% |