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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 | $42,968 | $78,197-45.1% | $98,090-56.2% | $82,637-48.0% |
| Participation rate | 31.8% | 77.5%-45.6pp | 81.5%-49.7pp | 68.1%-36.2pp |
| Annual return | 19.27% | 40.25%-21.0pp | 37.05%-17.8pp | 53.51%-34.2pp |
| Employer contribution / active EE | $1,079 | $2,605-58.6% | $3,606-70.1% | $2,552-57.7% |
| Participant deferral / active EE | $1,706 | $6,636-74.3% | $7,845-78.2% | $4,126-58.6% |
| Admin fee / account holder | $3,068 | $14,832-79.3% | $11,815-74.0% | $7,339-58.2% |