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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 | $37,782 | $77,472-51.2% | $100,415-62.4% | $80,959-53.3% |
| Participation rate | 56.7% | 76.9%-20.3pp | 81.5%-24.9pp | 67.7%-11.0pp |
| Annual return | 23.77% | 37.26%-13.5pp | 49.47%-25.7pp | 35.67%-11.9pp |
| Employer contribution / active EE | $1,441 | $2,800-48.5% | $3,943-63.4% | $2,757-47.7% |
| Participant deferral / active EE | $2,349 | $6,818-65.6% | $8,091-71.0% | $4,300-45.4% |
| Admin fee / account holder | $492 | $5,885-91.6% | $7,906-93.8% | $6,925-92.9% |