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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 | $44,911 | $108,825-58.7% | $156,181-71.2% | $82,448-45.5% |
| Participation rate | 35.6% | 72.4%-36.8pp | 78.8%-43.3pp | 68.1%-32.5pp |
| Annual return | 19.34% | 20.59%-1.2pp | 64.87%-45.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,299 | $2,870-54.7% | $4,294-69.7% | $2,551-49.1% |
| Participant deferral / active EE | $1,732 | $4,577-62.2% | $6,132-71.8% | $4,139-58.2% |
| Admin fee / account holder | $3,873 | $9,341-58.5% | $14,586-73.4% | $7,234-46.5% |