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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 | $48,687 | $76,551-36.4% | $123,894-60.7% | $62,881-22.6% |
| Participation rate | 37.8% | 73.0%-35.1pp | 81.4%-43.6pp | 69.3%-31.5pp |
| Annual return | 7.49% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $698 | $2,882-75.8% | $4,617-84.9% | $2,281-69.4% |
| Participant deferral / active EE | $1,124 | $4,840-76.8% | $5,984-81.2% | $3,203-64.9% |
| Admin fee / account holder | $498 | $4,826-89.7% | $8,357-94.0% | $4,296-88.4% |