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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 | $39,079 | $115,931-66.3% | $185,441-78.9% | $86,983-55.1% |
| Participation rate | 37.8% | 73.6%-35.8pp | 80.3%-42.5pp | 69.5%-31.8pp |
| Annual return | 16.29% | 21.47%-5.2pp | 20.16%-3.9pp | 25.83%-9.5pp |
| Employer contribution / active EE | $1,161 | $2,937-60.5% | $4,672-75.2% | $2,584-55.1% |
| Participant deferral / active EE | $1,857 | $4,551-59.2% | $6,152-69.8% | $4,194-55.7% |
| Admin fee / account holder | $564 | $10,687-94.7% | $17,890-96.8% | $7,856-92.8% |