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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 | $39,824 | $95,453-58.3% | $112,040-64.5% | $82,448-51.7% |
| Participation rate | 29.5% | 72.8%-43.2pp | 76.5%-46.9pp | 68.1%-38.5pp |
| Annual return | 12.91% | 23.92%-11.0pp | 24.52%-11.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,083 | $2,318-53.3% | $2,954-63.4% | $2,551-57.6% |
| Participant deferral / active EE | $1,770 | $4,224-58.1% | $5,098-65.3% | $4,139-57.2% |
| Admin fee / account holder | $1,910 | $9,013-78.8% | $12,098-84.2% | $7,234-73.6% |