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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 | $33,108 | $80,992-59.1% | $96,534-65.7% | $75,173-56.0% |
| Participation rate | 38.4% | 71.8%-33.4pp | 76.0%-37.6pp | 67.2%-28.8pp |
| Annual return | 16.01% | 27.05%-11.0pp | 25.88%-9.9pp | 160.72%-144.7pp |
| Employer contribution / active EE | $1,126 | $2,283-50.7% | $2,965-62.0% | $2,671-57.9% |
| Participant deferral / active EE | $1,481 | $3,929-62.3% | $4,851-69.5% | $4,126-64.1% |
| Admin fee / account holder | $2,230 | $6,717-66.8% | $8,253-73.0% | $5,651-60.5% |