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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 | $37,502 | $69,511-46.0% | $94,664-60.4% | $71,511-47.6% |
| Participation rate | 46.9% | 78.4%-31.5pp | 80.8%-33.9pp | 67.9%-21.0pp |
| Annual return | 20.53% | 29.67%-9.1pp | 156.84%-136.3pp | 28.86%-8.3pp |
| Employer contribution / active EE | $1,253 | $2,853-56.1% | $3,673-65.9% | $2,589-51.6% |
| Participant deferral / active EE | $2,337 | $7,348-68.2% | $7,417-68.5% | $4,291-45.5% |
| Admin fee / account holder | $2,147 | $1,211+77.3% | $7,222-70.3% | $1,588+35.1% |