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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 | $43,468 | $95,453-54.5% | $112,040-61.2% | $82,448-47.3% |
| Participation rate | 16.4% | 72.8%-56.4pp | 76.5%-60.1pp | 68.1%-51.7pp |
| Annual return | 17.81% | 23.92%-6.1pp | 24.52%-6.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $703 | $2,318-69.7% | $2,954-76.2% | $2,551-72.4% |
| Participant deferral / active EE | $1,360 | $4,224-67.8% | $5,098-73.3% | $4,139-67.1% |
| Admin fee / account holder | $4,305 | $9,013-52.2% | $12,098-64.4% | $7,234-40.5% |