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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 | $38,477 | $91,760-58.1% | $156,181-75.4% | $67,986-43.4% |
| Participation rate | 18.3% | 65.0%-46.8pp | 78.8%-60.6pp | 57.2%-38.9pp |
| Annual return | 19.44% | 18.14%+1.3pp | 64.87%-45.4pp | 31.67%-12.2pp |
| Employer contribution / active EE | $604 | $2,419-75.0% | $4,294-85.9% | $2,019-70.1% |
| Participant deferral / active EE | $1,123 | $3,960-71.6% | $6,132-81.7% | $3,358-66.5% |
| Admin fee / account holder | $3,467 | $3,949-12.2% | $14,586-76.2% | $3,203+8.2% |