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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 | $71,353-39.8% | $92,805-53.7% | $86,983-50.6% |
| Participation rate | 31.8% | 80.9%-49.1pp | 83.5%-51.7pp | 69.5%-37.7pp |
| Annual return | 19.27% | 44.68%-25.4pp | 31.59%-12.3pp | 25.83%-6.6pp |
| Employer contribution / active EE | $1,079 | $2,468-56.3% | $3,424-68.5% | $2,584-58.2% |
| Participant deferral / active EE | $1,706 | $6,966-75.5% | $8,448-79.8% | $4,194-59.3% |
| Admin fee / account holder | $3,068 | $6,099-49.7% | $10,911-71.9% | $7,856-60.9% |