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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 | $38,051 | $89,259-57.4% | $107,187-64.5% | $82,637-54.0% |
| Participation rate | 43.9% | 67.9%-24.0pp | 75.0%-31.1pp | 68.1%-24.2pp |
| Annual return | 13.88% | 21.02%-7.1pp | 204.55%-190.7pp | 53.51%-39.6pp |
| Employer contribution / active EE | $826 | $3,080-73.2% | $3,782-78.2% | $2,552-67.6% |
| Participant deferral / active EE | $1,469 | $4,037-63.6% | $5,096-71.2% | $4,126-64.4% |
| Admin fee / account holder | $2,798 | $7,381-62.1% | $9,162-69.5% | $7,339-61.9% |