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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 | $39,621 | $95,404-58.5% | $113,397-65.1% | $82,637-52.1% |
| Participation rate | 36.0% | 72.8%-36.8pp | 76.5%-40.5pp | 68.1%-32.1pp |
| Annual return | 18.99% | 19.08%-0.1pp | 23.20%-4.2pp | 53.51%-34.5pp |
| Employer contribution / active EE | $949 | $2,307-58.8% | $2,977-68.1% | $2,552-62.8% |
| Participant deferral / active EE | $1,545 | $4,220-63.4% | $5,076-69.6% | $4,126-62.6% |
| Admin fee / account holder | $1,784 | $9,168-80.5% | $11,957-85.1% | $7,339-75.7% |