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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 | $40,849 | $95,404-57.2% | $113,397-64.0% | $82,637-50.6% |
| Participation rate | 57.6% | 72.8%-15.2pp | 76.5%-18.9pp | 68.1%-10.5pp |
| Annual return | 15.63% | 19.08%-3.4pp | 23.20%-7.6pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,021 | $2,307-55.7% | $2,977-65.7% | $2,552-60.0% |
| Participant deferral / active EE | $1,255 | $4,220-70.3% | $5,076-75.3% | $4,126-69.6% |
| Admin fee / account holder | $756 | $9,168-91.8% | $11,957-93.7% | $7,339-89.7% |