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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 | $44,869 | $68,880-34.9% | $120,580-62.8% | $80,959-44.6% |
| Participation rate | 35.0% | 61.7%-26.7pp | 72.0%-37.0pp | 67.7%-32.7pp |
| Annual return | 12.23% | 23.68%-11.4pp | 107.48%-95.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $750 | $2,066-63.7% | $3,469-78.4% | $2,757-72.8% |
| Participant deferral / active EE | $1,040 | $3,191-67.4% | $4,995-79.2% | $4,300-75.8% |
| Admin fee / account holder | $2,030 | $5,785-64.9% | $9,418-78.5% | $6,925-70.7% |