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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 | $42,377 | $104,098-59.3% | $140,514-69.8% | $94,015-54.9% |
| Participation rate | 30.4% | 73.7%-43.3pp | 77.8%-47.4pp | 70.8%-40.4pp |
| Annual return | 13.21% | 15.14%-1.9pp | 14.36%-1.1pp | 17.84%-4.6pp |
| Employer contribution / active EE | $649 | $2,388-72.8% | $3,378-80.8% | $2,790-76.7% |
| Participant deferral / active EE | $1,600 | $4,033-60.3% | $4,919-67.5% | $4,249-62.3% |
| Admin fee / account holder | $2,137 | $10,439-79.5% | $13,697-84.4% | $8,951-76.1% |