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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 | $38,056 | $69,977-45.6% | $108,582-65.0% | $62,881-39.5% |
| Participation rate | 39.0% | 72.9%-33.9pp | 79.6%-40.5pp | 69.3%-30.3pp |
| Annual return | 9.13% | 10.73%-1.6pp | -51.70%+60.8pp | 20.14%-11.0pp |
| Employer contribution / active EE | $853 | $2,135-60.0% | $3,758-77.3% | $2,281-62.6% |
| Participant deferral / active EE | $1,086 | $3,165-65.7% | $4,311-74.8% | $3,203-66.1% |
| Admin fee / account holder | $2,818 | $5,076-44.5% | $7,645-63.1% | $4,296-34.4% |