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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 | $38,023 | $76,551-50.3% | $123,894-69.3% | $62,881-39.5% |
| Participation rate | 58.3% | 73.0%-14.6pp | 81.4%-23.1pp | 69.3%-11.0pp |
| Annual return | 5.93% | 18.68%-12.7pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,053 | $2,882-63.5% | $4,617-77.2% | $2,281-53.8% |
| Participant deferral / active EE | $1,943 | $4,840-59.8% | $5,984-67.5% | $3,203-39.3% |
| Admin fee / account holder | $930 | $4,826-80.7% | $8,357-88.9% | $4,296-78.3% |