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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 | $41,841 | $85,515-51.1% | $112,040-62.7% | $67,986-38.5% |
| Participation rate | 40.7% | 68.2%-27.5pp | 76.5%-35.8pp | 57.2%-16.5pp |
| Annual return | 16.88% | 29.68%-12.8pp | 24.52%-7.6pp | 31.67%-14.8pp |
| Employer contribution / active EE | $1,013 | $2,191-53.8% | $2,954-65.7% | $2,019-49.8% |
| Participant deferral / active EE | $1,509 | $4,014-62.4% | $5,098-70.4% | $3,358-55.1% |
| Admin fee / account holder | $1,956 | $3,774-48.2% | $12,098-83.8% | $3,203-38.9% |