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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 | $47,253 | $100,784-53.1% | $191,597-75.3% | $82,637-42.8% |
| Participation rate | 33.0% | 70.5%-37.5pp | 76.9%-44.0pp | 68.1%-35.1pp |
| Annual return | 15.35% | 18.13%-2.8pp | 27.07%-11.7pp | 53.51%-38.2pp |
| Employer contribution / active EE | $997 | $3,102-67.8% | $5,025-80.2% | $2,552-60.9% |
| Participant deferral / active EE | $1,640 | $4,937-66.8% | $6,850-76.1% | $4,126-60.2% |
| Admin fee / account holder | $4,023 | $10,062-60.0% | $22,799-82.4% | $7,339-45.2% |