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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 | $39,157 | $94,031-58.4% | $115,768-66.2% | $82,448-52.5% |
| Participation rate | 34.6% | 70.4%-35.8pp | 74.4%-39.8pp | 68.1%-33.5pp |
| Annual return | 16.18% | 20.61%-4.4pp | 100.46%-84.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,115 | $2,323-52.0% | $2,940-62.1% | $2,551-56.3% |
| Participant deferral / active EE | $1,541 | $3,972-61.2% | $4,917-68.7% | $4,139-62.8% |
| Admin fee / account holder | $2,625 | $10,249-74.4% | $12,439-78.9% | $7,234-63.7% |