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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 | $38,861 | $83,369-53.4% | $105,223-63.1% | $67,986-42.8% |
| Participation rate | 30.0% | 56.3%-26.3pp | 75.0%-45.1pp | 57.2%-27.3pp |
| Annual return | 13.78% | 24.64%-10.9pp | 180.65%-166.9pp | 31.67%-17.9pp |
| Employer contribution / active EE | $778 | $2,541-69.4% | $3,689-78.9% | $2,019-61.5% |
| Participant deferral / active EE | $1,219 | $3,295-63.0% | $5,072-76.0% | $3,358-63.7% |
| Admin fee / account holder | $2,452 | $4,073-39.8% | $8,859-72.3% | $3,203-23.4% |