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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 | $41,680 | $108,825-61.7% | $156,181-73.3% | $82,448-49.4% |
| Participation rate | 17.2% | 72.4%-55.1pp | 78.8%-61.6pp | 68.1%-50.8pp |
| Annual return | 15.24% | 20.59%-5.4pp | 64.87%-49.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,848 | $2,870-35.6% | $4,294-57.0% | $2,551-27.6% |
| Participant deferral / active EE | $1,637 | $4,577-64.2% | $6,132-73.3% | $4,139-60.5% |
| Admin fee / account holder | $511 | $9,341-94.5% | $14,586-96.5% | $7,234-92.9% |