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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 | $38,114 | $78,423-51.4% | $95,964-60.3% | $79,856-52.3% |
| Participation rate | 41.0% | 73.5%-32.5pp | 77.1%-36.1pp | 69.6%-28.7pp |
| Annual return | 18.16% | 19.37%-1.2pp | 91.64%-73.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $518 | $1,945-73.4% | $2,541-79.6% | $2,471-79.0% |
| Participant deferral / active EE | $1,017 | $3,440-70.5% | $4,167-75.6% | $3,741-72.8% |
| Admin fee / account holder | $5,528 | $5,622-1.7% | $6,797-18.7% | $5,306+4.2% |