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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 | $36,314 | $95,453-62.0% | $112,040-67.6% | $82,448-56.0% |
| Participation rate | 39.8% | 72.8%-33.0pp | 76.5%-36.7pp | 68.1%-28.3pp |
| Annual return | 13.95% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,116 | $2,318-51.8% | $2,954-62.2% | $2,551-56.2% |
| Participant deferral / active EE | $1,947 | $4,224-53.9% | $5,098-61.8% | $4,139-53.0% |
| Admin fee / account holder | $14,678 | $9,013+62.8% | $12,098+21.3% | $7,234+102.9% |