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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 | $37,862 | $64,359-41.2% | $90,161-58.0% | $70,124-46.0% |
| Participation rate | 44.4% | 70.4%-26.0pp | 76.9%-32.4pp | 69.5%-25.1pp |
| Annual return | 22.22% | 28.13%-5.9pp | 34.89%-12.7pp | 73.14%-50.9pp |
| Employer contribution / active EE | $1,088 | $2,046-46.8% | $3,318-67.2% | $2,342-53.6% |
| Participant deferral / active EE | $1,734 | $4,389-60.5% | $5,287-67.2% | $3,332-47.9% |
| Admin fee / account holder | $1,955 | $3,945-50.5% | $5,943-67.1% | $4,645-57.9% |