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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 | $110,137-64.5% | $161,149-75.7% | $82,637-52.7% |
| Participation rate | 37.8% | 72.4%-34.6pp | 78.8%-41.1pp | 68.1%-30.3pp |
| Annual return | 16.29% | 20.69%-4.4pp | 21.16%-4.9pp | 53.51%-37.2pp |
| Employer contribution / active EE | $1,161 | $2,856-59.4% | $4,360-73.4% | $2,552-54.5% |
| Participant deferral / active EE | $1,857 | $4,575-59.4% | $6,153-69.8% | $4,126-55.0% |
| Admin fee / account holder | $564 | $9,467-94.0% | $15,194-96.3% | $7,339-92.3% |