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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 | $88,672-57.1% | $105,223-63.8% | $82,448-53.8% |
| Participation rate | 43.9% | 67.9%-24.0pp | 75.0%-31.1pp | 68.1%-24.2pp |
| Annual return | 13.88% | 30.86%-17.0pp | 180.65%-166.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $826 | $3,048-72.9% | $3,689-77.6% | $2,551-67.6% |
| Participant deferral / active EE | $1,469 | $4,036-63.6% | $5,072-71.0% | $4,139-64.5% |
| Admin fee / account holder | $2,798 | $7,146-60.8% | $8,859-68.4% | $7,234-61.3% |