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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 | $40,168 | $95,453-57.9% | $112,040-64.1% | $82,448-51.3% |
| Participation rate | 65.2% | 72.8%-7.5pp | 76.5%-11.3pp | 68.1%-2.9pp |
| Annual return | 16.54% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $915 | $2,318-60.5% | $2,954-69.0% | $2,551-64.1% |
| Participant deferral / active EE | $1,004 | $4,224-76.2% | $5,098-80.3% | $4,139-75.8% |
| Admin fee / account holder | $2,564 | $9,013-71.6% | $12,098-78.8% | $7,234-64.6% |