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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 | $45,427 | $78,197-41.9% | $98,090-53.7% | $82,637-45.0% |
| Participation rate | 44.0% | 77.5%-33.5pp | 81.5%-37.5pp | 68.1%-24.1pp |
| Annual return | 15.75% | 40.25%-24.5pp | 37.05%-21.3pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,132 | $2,605-56.5% | $3,606-68.6% | $2,552-55.6% |
| Participant deferral / active EE | $1,941 | $6,636-70.8% | $7,845-75.3% | $4,126-53.0% |
| Admin fee / account holder | $1,725 | $14,832-88.4% | $11,815-85.4% | $7,339-76.5% |