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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 | $40,598 | $106,524-61.9% | $152,301-73.3% | $87,485-53.6% |
| Participation rate | 16.0% | 75.8%-59.8pp | 82.4%-66.4pp | 68.9%-52.9pp |
| Annual return | 18.84% | 26.89%-8.1pp | 80.50%-61.7pp | 26.06%-7.2pp |
| Employer contribution / active EE | $742 | $3,371-78.0% | $4,624-83.9% | $2,596-71.4% |
| Participant deferral / active EE | $2,059 | $6,525-68.4% | $8,004-74.3% | $4,274-51.8% |
| Admin fee / account holder | $27,590 | $8,287+232.9% | $14,398+91.6% | $7,775+254.9% |