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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 | $36,406 | $88,672-58.9% | $105,223-65.4% | $82,448-55.8% |
| Participation rate | 57.5% | 67.9%-10.4pp | 75.0%-17.5pp | 68.1%-10.6pp |
| Annual return | 14.87% | 30.86%-16.0pp | 180.65%-165.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $968 | $3,048-68.3% | $3,689-73.8% | $2,551-62.1% |
| Participant deferral / active EE | $983 | $4,036-75.6% | $5,072-80.6% | $4,139-76.3% |
| Admin fee / account holder | $2,431 | $7,146-66.0% | $8,859-72.6% | $7,234-66.4% |