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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 | $97,550-55.4% | $120,344-63.9% | $87,485-50.3% |
| Participation rate | 16.4% | 72.8%-56.5pp | 76.7%-60.3pp | 68.9%-52.6pp |
| Annual return | 17.81% | 18.41%-0.6pp | 20.30%-2.5pp | 26.06%-8.3pp |
| Employer contribution / active EE | $703 | $2,291-69.3% | $3,020-76.7% | $2,596-72.9% |
| Participant deferral / active EE | $1,360 | $4,230-67.9% | $5,135-73.5% | $4,274-68.2% |
| Admin fee / account holder | $4,305 | $9,543-54.9% | $12,742-66.2% | $7,775-44.6% |