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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 | $29,033 | $77,817-62.7% | $123,553-76.5% | $64,173-54.8% |
| Participation rate | 47.1% | 74.7%-27.7pp | 82.3%-35.2pp | 69.6%-22.5pp |
| Annual return | 3.16% | 12.49%-9.3pp | 119.21%-116.0pp | 7.63%-4.5pp |
| Employer contribution / active EE | $1,046 | $3,014-65.3% | $4,628-77.4% | $2,381-56.1% |
| Participant deferral / active EE | $1,685 | $5,240-67.8% | $6,426-73.8% | $3,470-51.4% |
| Admin fee / account holder | $4,090 | $5,519-25.9% | $9,284-56.0% | $4,887-16.3% |