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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 | $37,495 | $86,050-56.4% | $189,758-80.2% | $94,015-60.1% |
| Participation rate | 46.9% | 68.9%-22.0pp | 79.8%-32.9pp | 70.8%-23.9pp |
| Annual return | 13.34% | 17.77%-4.4pp | 52.62%-39.3pp | 17.84%-4.5pp |
| Employer contribution / active EE | $1,722 | $2,819-38.9% | $4,767-63.9% | $2,790-38.3% |
| Participant deferral / active EE | $690 | $3,349-79.4% | $5,856-88.2% | $4,249-83.8% |
| Admin fee / account holder | $4,618 | $6,627-30.3% | $20,388-77.3% | $8,951-48.4% |