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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 | $40,450 | $117,895-65.7% | $102,460-60.5% | $145,897-72.3% |
| Participation rate | 38.9% | 78.6%-39.7pp | 76.5%-37.6pp | 80.3%-41.4pp |
| Annual return | 13.50% | 31.92%-18.4pp | 29.47%-16.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,152 | $3,619-68.2% | $3,025-61.9% | $4,663-75.3% |
| Participant deferral / active EE | $1,406 | $5,736-75.5% | $5,056-72.2% | $6,689-79.0% |
| Admin fee / account holder | $971 | $13,353-92.7% | $9,460-89.7% | $13,390-92.7% |