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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 | $40,918 | $90,400-54.7% | $186,193-78.0% | $87,485-53.2% |
| Participation rate | 29.0% | 66.2%-37.2pp | 77.1%-48.1pp | 68.9%-39.9pp |
| Annual return | 14.70% | 22.15%-7.4pp | 78.03%-63.3pp | 26.06%-11.4pp |
| Employer contribution / active EE | $578 | $2,170-73.4% | $3,918-85.3% | $2,596-77.8% |
| Participant deferral / active EE | $1,273 | $4,330-70.6% | $6,513-80.5% | $4,274-70.2% |
| Admin fee / account holder | $3,930 | $8,673-54.7% | $11,058-64.5% | $7,775-49.5% |