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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 | $44,871 | $95,453-53.0% | $112,040-60.0% | $82,448-45.6% |
| Participation rate | 34.0% | 72.8%-38.7pp | 76.5%-42.5pp | 68.1%-34.0pp |
| Annual return | 15.57% | 23.92%-8.3pp | 24.52%-8.9pp | 41.64%-26.1pp |
| Employer contribution / active EE | $712 | $2,318-69.3% | $2,954-75.9% | $2,551-72.1% |
| Participant deferral / active EE | $1,840 | $4,224-56.4% | $5,098-63.9% | $4,139-55.5% |
| Admin fee / account holder | $2,124 | $9,013-76.4% | $12,098-82.4% | $7,234-70.6% |