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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 | $36,894 | $78,425-53.0% | $95,956-61.6% | $79,858-53.8% |
| Participation rate | 40.0% | 73.5%-33.5pp | 77.1%-37.1pp | 69.6%-29.6pp |
| Annual return | 16.23% | 19.37%-3.1pp | 91.63%-75.4pp | 31.72%-15.5pp |
| Employer contribution / active EE | $771 | $1,945-60.3% | $2,541-69.6% | $2,471-68.8% |
| Participant deferral / active EE | $1,098 | $3,440-68.1% | $4,167-73.7% | $3,740-70.7% |
| Admin fee / account holder | $4,034 | $5,622-28.2% | $6,797-40.6% | $5,306-24.0% |