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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 | $38,906 | $93,617-58.4% | $135,982-71.4% | $75,177-48.2% |
| Participation rate | 39.4% | 75.2%-35.8pp | 81.9%-42.5pp | 67.2%-27.8pp |
| Annual return | 16.63% | 30.89%-14.3pp | 68.32%-51.7pp | 160.75%-144.1pp |
| Employer contribution / active EE | $1,346 | $3,538-62.0% | $4,859-72.3% | $2,671-49.6% |
| Participant deferral / active EE | $1,781 | $6,406-72.2% | $7,760-77.0% | $4,126-56.8% |
| Admin fee / account holder | $3,453 | $6,980-50.5% | $10,767-67.9% | $5,651-38.9% |