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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 | $43,079 | $100,194-57.0% | $122,979-65.0% | $86,983-50.5% |
| Participation rate | 44.2% | 73.0%-28.8pp | 77.2%-33.0pp | 69.5%-25.4pp |
| Annual return | 16.51% | 16.47%0pp | 20.12%-3.6pp | 25.83%-9.3pp |
| Employer contribution / active EE | $640 | $2,326-72.5% | $3,062-79.1% | $2,584-75.2% |
| Participant deferral / active EE | $1,548 | $4,133-62.5% | $5,003-69.1% | $4,194-63.1% |
| Admin fee / account holder | $1,401 | $10,148-86.2% | $12,864-89.1% | $7,856-82.2% |