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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 | $42,709 | $87,166-51.0% | $76,735-44.3% | $137,256-68.9% |
| Participation rate | 30.0% | 74.4%-44.4pp | 69.5%-39.5pp | 80.0%-50.0pp |
| Annual return | 13.36% | 26.50%-13.1pp | 29.77%-16.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $967 | $2,904-66.7% | $2,454-60.6% | $4,156-76.7% |
| Participant deferral / active EE | $723 | $4,726-84.7% | $4,088-82.3% | $6,407-88.7% |
| Admin fee / account holder | $1,025 | $8,403-87.8% | $7,189-85.7% | $12,270-91.6% |