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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 | $115,931-65.4% | $185,441-78.4% | $86,983-53.9% |
| Participation rate | 34.4% | 73.6%-39.2pp | 80.3%-45.9pp | 69.5%-35.2pp |
| Annual return | 14.14% | 21.47%-7.3pp | 20.16%-6.0pp | 25.83%-11.7pp |
| Employer contribution / active EE | $786 | $2,937-73.2% | $4,672-83.2% | $2,584-69.6% |
| Participant deferral / active EE | $1,795 | $4,551-60.6% | $6,152-70.8% | $4,194-57.2% |
| Admin fee / account holder | $8,667 | $10,687-18.9% | $17,890-51.6% | $7,856+10.3% |