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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 | $37,202 | $99,875-62.8% | $146,866-74.7% | $86,983-57.2% |
| Participation rate | 35.7% | 75.8%-40.1pp | 82.5%-46.8pp | 69.5%-33.8pp |
| Annual return | 16.20% | 28.10%-11.9pp | 102.85%-86.7pp | 25.83%-9.6pp |
| Employer contribution / active EE | $942 | $3,224-70.8% | $4,425-78.7% | $2,584-63.6% |
| Participant deferral / active EE | $1,481 | $6,322-76.6% | $7,759-80.9% | $4,194-64.7% |
| Admin fee / account holder | $1,954 | $7,838-75.1% | $13,620-85.7% | $7,856-75.1% |