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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 | $42,909 | $77,574-44.7% | $108,753-60.5% | $86,983-50.7% |
| Participation rate | 52.2% | 62.3%-10.1pp | 71.1%-18.9pp | 69.5%-17.4pp |
| Annual return | 17.43% | 18.42%-1.0pp | 37.47%-20.0pp | 25.83%-8.4pp |
| Employer contribution / active EE | $530 | $1,611-67.1% | $2,427-78.2% | $2,584-79.5% |
| Participant deferral / active EE | $1,205 | $3,128-61.5% | $4,115-70.7% | $4,194-71.3% |
| Admin fee / account holder | $3,648 | $6,529-44.1% | $10,320-64.7% | $7,856-53.6% |