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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 | $106,864-61.8% | $147,318-72.3% | $82,637-50.6% |
| Participation rate | 43.2% | 75.5%-32.3pp | 82.1%-38.8pp | 68.1%-24.8pp |
| Annual return | 17.50% | 27.49%-10.0pp | 70.43%-52.9pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,203 | $3,417-64.8% | $4,593-73.8% | $2,552-52.8% |
| Participant deferral / active EE | $2,395 | $6,496-63.1% | $7,906-69.7% | $4,126-41.9% |
| Admin fee / account holder | $10,952 | $8,415+30.1% | $13,708-20.1% | $7,339+49.2% |