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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 | $40,506 | $95,453-57.6% | $112,040-63.8% | $82,448-50.9% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.5%-14.0pp | 68.1%-5.6pp |
| Annual return | 13.87% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $741 | $2,318-68.0% | $2,954-74.9% | $2,551-70.9% |
| Participant deferral / active EE | $1,470 | $4,224-65.2% | $5,098-71.2% | $4,139-64.5% |
| Admin fee / account holder | $4,504 | $9,013-50.0% | $12,098-62.8% | $7,234-37.7% |