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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 | $99,875-59.6% | $146,866-72.5% | $86,983-53.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 17.95% | 28.10%-10.1pp | 102.85%-84.9pp | 25.83%-7.9pp |
| Employer contribution / active EE | $935 | $3,224-71.0% | $4,425-78.9% | $2,584-63.8% |
| Participant deferral / active EE | $1,705 | $6,322-73.0% | $7,759-78.0% | $4,194-59.4% |
| Admin fee / account holder | $1,986 | $7,838-74.7% | $13,620-85.4% | $7,856-74.7% |