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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 | $68,248 | $106,749-36.1% | $145,433-53.1% | $82,448-17.2% |
| Participation rate | 38.5% | 75.6%-37.2pp | 82.1%-43.7pp | 68.1%-29.6pp |
| Annual return | 19.15% | 27.59%-8.4pp | 66.58%-47.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,161 | $3,444-66.3% | $4,554-74.5% | $2,551-54.5% |
| Participant deferral / active EE | $1,584 | $6,519-75.7% | $7,897-79.9% | $4,139-61.7% |
| Admin fee / account holder | $695 | $8,390-91.7% | $13,129-94.7% | $7,234-90.4% |