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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 | $41,400 | $83,485-50.4% | $125,192-66.9% | $72,975-43.3% |
| Participation rate | 58.3% | 73.3%-15.0pp | 79.8%-21.4pp | 69.5%-11.2pp |
| Annual return | 22.70% | 25.77%-3.1pp | 43.79%-21.1pp | 81.01%-58.3pp |
| Employer contribution / active EE | $1,066 | $2,346-54.5% | $3,866-72.4% | $2,440-56.3% |
| Participant deferral / active EE | $1,591 | $3,586-55.6% | $4,937-67.8% | $3,608-55.9% |
| Admin fee / account holder | $1,448 | $5,518-73.8% | $9,704-85.1% | $5,124-71.7% |