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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 | $45,060 | $72,027-37.4% | $185,835-75.8% | $79,852-43.6% |
| Participation rate | 35.7% | 65.8%-30.1pp | 78.0%-42.3pp | 69.6%-33.9pp |
| Annual return | 15.33% | 23.13%-7.8pp | 35.96%-20.6pp | 31.72%-16.4pp |
| Employer contribution / active EE | $780 | $1,965-60.3% | $4,087-80.9% | $2,471-68.4% |
| Participant deferral / active EE | $1,084 | $3,780-71.3% | $5,633-80.8% | $3,740-71.0% |
| Admin fee / account holder | $1,885 | $4,513-58.2% | $9,502-80.2% | $5,306-64.5% |