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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 | $44,459 | $91,559-51.4% | $133,959-66.8% | $79,858-44.3% |
| Participation rate | 40.8% | 73.3%-32.5pp | 79.8%-39.0pp | 69.6%-28.8pp |
| Annual return | 18.30% | 61.85%-43.5pp | 45.09%-26.8pp | 31.72%-13.4pp |
| Employer contribution / active EE | $735 | $2,384-69.1% | $3,919-81.2% | $2,471-70.2% |
| Participant deferral / active EE | $1,581 | $3,734-57.6% | $5,047-68.7% | $3,740-57.7% |
| Admin fee / account holder | $398 | $6,321-93.7% | $8,928-95.5% | $5,306-92.5% |