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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 | $45,336 | $64,359-29.6% | $90,161-49.7% | $70,126-35.4% |
| Participation rate | 27.8% | 70.4%-42.7pp | 76.9%-49.1pp | 69.5%-41.8pp |
| Annual return | 20.48% | 28.13%-7.7pp | 34.89%-14.4pp | 73.15%-52.7pp |
| Employer contribution / active EE | $763 | $2,046-62.7% | $3,318-77.0% | $2,343-67.4% |
| Participant deferral / active EE | $1,203 | $4,389-72.6% | $5,287-77.2% | $3,332-63.9% |
| Admin fee / account holder | $816 | $3,945-79.3% | $5,943-86.3% | $4,645-82.4% |