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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 | $38,354 | $100,194-61.7% | $122,979-68.8% | $86,983-55.9% |
| Participation rate | 52.4% | 73.0%-20.6pp | 77.2%-24.8pp | 69.5%-17.2pp |
| Annual return | 41.17% | 16.47%+24.7pp | 20.12%+21.1pp | 25.83%+15.3pp |
| Employer contribution / active EE | $868 | $2,326-62.7% | $3,062-71.7% | $2,584-66.4% |
| Participant deferral / active EE | $1,488 | $4,133-64.0% | $5,003-70.3% | $4,194-64.5% |
| Admin fee / account holder | $1,309 | $10,148-87.1% | $12,864-89.8% | $7,856-83.3% |