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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 | $36,967 | $90,486-59.1% | $78,676-53.0% | $273,972-86.5% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 4.16% | 75.62%-71.5pp | 62.19%-58.0pp | 41.46%-37.3pp |
| Employer contribution / active EE | $6,072 | $3,175+91.3% | $2,850+113.1% | $4,869+24.7% |
| Participant deferral / active EE | $275 | $3,901-93.0% | $3,517-92.2% | $5,287-94.8% |
| Admin fee / account holder | $2,092 | $5,263-60.2% | $4,510-53.6% | $10,133-79.4% |