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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 | $31,691 | $83,485-62.0% | $125,192-74.7% | $72,975-56.6% |
| Participation rate | 46.8% | 73.3%-26.5pp | 79.8%-33.0pp | 69.5%-22.7pp |
| Annual return | 22.03% | 25.77%-3.7pp | 43.79%-21.8pp | 81.01%-59.0pp |
| Employer contribution / active EE | $1,090 | $2,346-53.5% | $3,866-71.8% | $2,440-55.3% |
| Participant deferral / active EE | $1,542 | $3,586-57.0% | $4,937-68.8% | $3,608-57.3% |
| Admin fee / account holder | $3,439 | $5,518-37.7% | $9,704-64.6% | $5,124-32.9% |