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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 | $35,340 | $91,559-61.4% | $133,971-73.6% | $79,852-55.7% |
| Participation rate | 46.2% | 73.3%-27.2pp | 79.8%-33.7pp | 69.6%-23.5pp |
| Annual return | 15.09% | 61.85%-46.8pp | 45.09%-30.0pp | 31.72%-16.6pp |
| Employer contribution / active EE | $1,048 | $2,384-56.0% | $3,919-73.3% | $2,471-57.6% |
| Participant deferral / active EE | $1,671 | $3,734-55.3% | $5,047-66.9% | $3,740-55.3% |
| Admin fee / account holder | $2,274 | $6,321-64.0% | $8,929-74.5% | $5,306-57.1% |