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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 | $40,381 | $106,524-62.1% | $152,301-73.5% | $87,485-53.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.4%-32.4pp | 68.9%-18.9pp |
| Annual return | 17.95% | 26.89%-8.9pp | 80.50%-62.5pp | 26.06%-8.1pp |
| Employer contribution / active EE | $935 | $3,371-72.3% | $4,624-79.8% | $2,596-64.0% |
| Participant deferral / active EE | $1,705 | $6,525-73.9% | $8,004-78.7% | $4,274-60.1% |
| Admin fee / account holder | $1,986 | $8,287-76.0% | $14,398-86.2% | $7,775-74.5% |