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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 | $42,733 | $76,112-43.9% | $96,534-55.7% | $71,511-40.2% |
| Participation rate | 32.4% | 74.4%-42.0pp | 76.0%-43.6pp | 67.9%-35.6pp |
| Annual return | 18.92% | 22.81%-3.9pp | 25.88%-7.0pp | 28.86%-9.9pp |
| Employer contribution / active EE | $811 | $2,248-63.9% | $2,965-72.7% | $2,589-68.7% |
| Participant deferral / active EE | $2,040 | $4,217-51.6% | $4,851-57.9% | $4,291-52.4% |
| Admin fee / account holder | $1,883 | $2,708-30.5% | $8,253-77.2% | $1,588+18.5% |