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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 | $36,176 | $86,919-58.4% | $102,457-64.7% | $80,911-55.3% |
| Participation rate | 52.6% | 72.4%-19.7pp | 76.5%-23.9pp | 67.6%-15.0pp |
| Annual return | 16.71% | 18.90%-2.2pp | 29.41%-12.7pp | 35.63%-18.9pp |
| Employer contribution / active EE | $1,999 | $2,368-15.6% | $3,022-33.9% | $2,756-27.5% |
| Participant deferral / active EE | $1,166 | $4,119-71.7% | $5,054-76.9% | $4,297-72.9% |
| Admin fee / account holder | $668 | $8,049-91.7% | $9,451-92.9% | $6,935-90.4% |