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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 | $40,098 | $114,712-65.0% | $173,730-76.9% | $87,485-54.2% |
| Participation rate | 34.4% | 73.0%-38.6pp | 79.6%-45.2pp | 68.9%-34.6pp |
| Annual return | 14.14% | 20.18%-6.0pp | 19.96%-5.8pp | 26.06%-11.9pp |
| Employer contribution / active EE | $786 | $2,904-72.9% | $4,577-82.8% | $2,596-69.7% |
| Participant deferral / active EE | $1,795 | $4,642-61.3% | $6,326-71.6% | $4,274-58.0% |
| Admin fee / account holder | $8,667 | $10,210-15.1% | $17,523-50.5% | $7,775+11.5% |