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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 | $41,763 | $83,061-49.7% | $126,068-66.9% | $94,015-55.6% |
| Participation rate | 58.3% | 81.2%-22.8pp | 84.7%-26.4pp | 70.8%-12.5pp |
| Annual return | 13.66% | 20.41%-6.8pp | 15.01%-1.4pp | 17.84%-4.2pp |
| Employer contribution / active EE | $901 | $2,864-68.5% | $3,968-77.3% | $2,790-67.7% |
| Participant deferral / active EE | $2,516 | $7,042-64.3% | $8,214-69.4% | $4,249-40.8% |
| Admin fee / account holder | $8,593 | $7,208+19.2% | $18,264-53.0% | $8,951-4.0% |