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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 | $42,366 | $76,107-44.3% | $96,576-56.1% | $71,495-40.7% |
| Participation rate | 26.3% | 74.4%-48.1pp | 76.0%-49.7pp | 67.9%-41.6pp |
| Annual return | 22.48% | 22.81%-0.3pp | 25.87%-3.4pp | 28.85%-6.4pp |
| Employer contribution / active EE | $1,047 | $2,247-53.4% | $2,965-64.7% | $2,589-59.6% |
| Participant deferral / active EE | $1,663 | $4,218-60.6% | $4,851-65.7% | $4,291-61.2% |
| Admin fee / account holder | $699 | $2,708-74.2% | $8,253-91.5% | $1,588-56.0% |