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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 | $45,988 | $77,472-40.6% | $100,392-54.2% | $80,935-43.2% |
| Participation rate | 35.7% | 76.9%-41.2pp | 81.5%-45.8pp | 67.7%-31.9pp |
| Annual return | 15.59% | 37.26%-21.7pp | 49.45%-33.9pp | 35.66%-20.1pp |
| Employer contribution / active EE | $628 | $2,800-77.6% | $3,941-84.1% | $2,757-77.2% |
| Participant deferral / active EE | $1,197 | $6,818-82.4% | $8,090-85.2% | $4,299-72.1% |
| Admin fee / account holder | $1,206 | $5,885-79.5% | $7,904-84.7% | $6,924-82.6% |