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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 | $36,207 | $86,294-58.0% | $111,303-67.5% | $85,856-57.8% |
| Participation rate | 39.1% | 73.3%-34.3pp | 77.3%-38.3pp | 69.3%-30.3pp |
| Annual return | 21.58% | 19.99%+1.6pp | 54.66%-33.1pp | 318.58%-297.0pp |
| Employer contribution / active EE | $746 | $2,043-63.5% | $2,731-72.7% | $2,565-70.9% |
| Participant deferral / active EE | $1,517 | $3,641-58.3% | $4,487-66.2% | $3,952-61.6% |
| Admin fee / account holder | $1,515 | $8,189-81.5% | $7,966-81.0% | $6,261-75.8% |