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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 | $40,404 | $63,140-36.0% | $304,612-86.7% | $116,462-65.3% |
| Participation rate | 46.2% | 70.4%-24.2pp | 81.9%-35.8pp | 74.7%-28.5pp |
| Annual return | 12.10% | 15.04%-2.9pp | 329.91%-317.8pp | 15.65%-3.5pp |
| Employer contribution / active EE | $1,420 | $2,385-40.5% | $7,476-81.0% | $3,231-56.1% |
| Participant deferral / active EE | $858 | $2,741-68.7% | $5,388-84.1% | $3,836-77.6% |
| Admin fee / account holder | $4,424 | $7,583-41.7% | $12,962-65.9% | $12,754-65.3% |