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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 | $34,729 | $106,749-67.5% | $145,433-76.1% | $82,448-57.9% |
| Participation rate | 41.8% | 75.6%-33.9pp | 82.1%-40.3pp | 68.1%-26.3pp |
| Annual return | 15.60% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,100 | $3,444-68.1% | $4,554-75.8% | $2,551-56.9% |
| Participant deferral / active EE | $1,983 | $6,519-69.6% | $7,897-74.9% | $4,139-52.1% |
| Admin fee / account holder | $1,103 | $8,390-86.9% | $13,129-91.6% | $7,234-84.7% |