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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 | $38,105 | $95,453-60.1% | $112,040-66.0% | $82,448-53.8% |
| Participation rate | 34.4% | 72.8%-38.4pp | 76.5%-42.1pp | 68.1%-33.7pp |
| Annual return | 14.37% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.3pp |
| Employer contribution / active EE | $872 | $2,318-62.4% | $2,954-70.5% | $2,551-65.8% |
| Participant deferral / active EE | $1,468 | $4,224-65.3% | $5,098-71.2% | $4,139-64.5% |
| Admin fee / account holder | $1,935 | $9,013-78.5% | $12,098-84.0% | $7,234-73.2% |