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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 | $22,439 | $78,520-71.4% | $96,576-76.8% | $82,448-72.8% |
| Participation rate | 48.6% | 77.7%-29.1pp | 81.4%-32.8pp | 68.1%-19.4pp |
| Annual return | 16.63% | 41.30%-24.7pp | 38.47%-21.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,252 | $2,630-52.4% | $3,553-64.8% | $2,551-50.9% |
| Participant deferral / active EE | $1,769 | $6,754-73.8% | $7,956-77.8% | $4,139-57.3% |
| Admin fee / account holder | $3,147 | $13,455-76.6% | $11,381-72.4% | $7,234-56.5% |