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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 | $39,885 | $86,949-54.1% | $102,460-61.1% | $80,959-50.7% |
| Participation rate | 25.4% | 72.4%-47.0pp | 76.5%-51.1pp | 67.7%-42.3pp |
| Annual return | 16.26% | 18.89%-2.6pp | 29.47%-13.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $1,084 | $2,370-54.2% | $3,025-64.2% | $2,757-60.7% |
| Participant deferral / active EE | $1,817 | $4,121-55.9% | $5,056-64.1% | $4,300-57.7% |
| Admin fee / account holder | $3,311 | $8,048-58.9% | $9,460-65.0% | $6,925-52.2% |