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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 | $42,084 | $87,465-51.9% | $122,979-65.8% | $65,306-35.6% |
| Participation rate | 33.1% | 66.0%-33.0pp | 77.2%-44.1pp | 57.7%-24.6pp |
| Annual return | 18.40% | 19.76%-1.4pp | 20.12%-1.7pp | 21.94%-3.5pp |
| Employer contribution / active EE | $1,111 | $2,156-48.5% | $3,062-63.7% | $1,967-43.5% |
| Participant deferral / active EE | $1,707 | $3,705-53.9% | $5,003-65.9% | $2,959-42.3% |
| Admin fee / account holder | $1,968 | $5,100-61.4% | $12,864-84.7% | $3,480-43.4% |