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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 | $42,400 | $87,834-51.7% | $133,975-68.4% | $62,881-32.6% |
| Participation rate | 67.7% | 83.4%-15.7pp | 87.1%-19.4pp | 69.3%-1.6pp |
| Annual return | 7.71% | 12.05%-4.3pp | 29.29%-21.6pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,062 | $3,482-69.5% | $5,211-79.6% | $2,281-53.5% |
| Participant deferral / active EE | $1,118 | $4,812-76.8% | $6,282-82.2% | $3,203-65.1% |
| Admin fee / account holder | $474 | $5,372-91.2% | $9,324-94.9% | $4,296-89.0% |