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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 | $39,840 | $91,559-56.5% | $133,959-70.3% | $79,858-50.1% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 18.73% | 61.85%-43.1pp | 45.09%-26.4pp | 31.72%-13.0pp |
| Employer contribution / active EE | $862 | $2,384-63.9% | $3,919-78.0% | $2,471-65.1% |
| Participant deferral / active EE | $1,401 | $3,734-62.5% | $5,047-72.2% | $3,740-62.6% |
| Admin fee / account holder | $1,806 | $6,321-71.4% | $8,928-79.8% | $5,306-66.0% |