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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 | $40,815 | $106,749-61.8% | $145,433-71.9% | $82,448-50.5% |
| Participation rate | 43.2% | 75.6%-32.4pp | 82.1%-38.9pp | 68.1%-24.8pp |
| Annual return | 17.50% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,203 | $3,444-65.1% | $4,554-73.6% | $2,551-52.8% |
| Participant deferral / active EE | $2,395 | $6,519-63.3% | $7,897-69.7% | $4,139-42.1% |
| Admin fee / account holder | $10,952 | $8,390+30.5% | $13,129-16.6% | $7,234+51.4% |