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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 | $44,394 | $100,194-55.7% | $122,979-63.9% | $86,983-49.0% |
| Participation rate | 28.7% | 73.0%-44.2pp | 77.2%-48.5pp | 69.5%-40.8pp |
| Annual return | 16.50% | 16.47%0pp | 20.12%-3.6pp | 25.83%-9.3pp |
| Employer contribution / active EE | $868 | $2,326-62.7% | $3,062-71.6% | $2,584-66.4% |
| Participant deferral / active EE | $1,585 | $4,133-61.6% | $5,003-68.3% | $4,194-62.2% |
| Admin fee / account holder | $1,532 | $10,148-84.9% | $12,864-88.1% | $7,856-80.5% |