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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 | $45,415 | $81,504-44.3% | $102,437-55.7% | $80,959-43.9% |
| Participation rate | 40.0% | 66.9%-26.9pp | 74.5%-34.5pp | 67.7%-27.7pp |
| Annual return | 13.78% | 25.60%-11.8pp | 24.95%-11.2pp | 35.67%-21.9pp |
| Employer contribution / active EE | $2,416 | $3,104-22.2% | $3,871-37.6% | $2,757-12.4% |
| Participant deferral / active EE | $1,272 | $3,871-67.1% | $5,060-74.9% | $4,300-70.4% |
| Admin fee / account holder | $570 | $6,719-91.5% | $8,388-93.2% | $6,925-91.8% |