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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 | $39,128 | $89,364-56.2% | $141,177-72.3% | $72,983-46.4% |
| Participation rate | 43.1% | 75.1%-32.0pp | 82.5%-39.4pp | 69.5%-26.4pp |
| Annual return | 26.30% | 111.86%-85.6pp | 71.40%-45.1pp | 81.01%-54.7pp |
| Employer contribution / active EE | $1,028 | $3,115-67.0% | $4,736-78.3% | $2,440-57.9% |
| Participant deferral / active EE | $1,733 | $5,419-68.0% | $6,710-74.2% | $3,608-52.0% |
| Admin fee / account holder | $4,027 | $5,959-32.4% | $10,263-60.8% | $5,124-21.4% |