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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 | $110,137-62.2% | $161,149-74.1% | $82,637-49.6% |
| Participation rate | 17.2% | 72.4%-55.1pp | 78.8%-61.6pp | 68.1%-50.8pp |
| Annual return | 15.24% | 20.69%-5.4pp | 21.16%-5.9pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,848 | $2,856-35.3% | $4,360-57.6% | $2,552-27.6% |
| Participant deferral / active EE | $1,637 | $4,575-64.2% | $6,153-73.4% | $4,126-60.3% |
| Admin fee / account holder | $511 | $9,467-94.6% | $15,194-96.6% | $7,339-93.0% |