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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 | $27,532 | $81,476-66.2% | $102,383-73.1% | $80,925-66.0% |
| Participation rate | 44.6% | 66.8%-22.3pp | 74.5%-29.9pp | 67.7%-23.1pp |
| Annual return | 13.45% | 25.59%-12.1pp | 24.94%-11.5pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,267 | $3,105-59.2% | $3,870-67.3% | $2,756-54.0% |
| Participant deferral / active EE | $1,561 | $3,871-59.7% | $5,060-69.1% | $4,299-63.7% |
| Admin fee / account holder | $698 | $6,717-89.6% | $8,391-91.7% | $6,940-89.9% |