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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 | $44,224 | $108,825-59.4% | $156,181-71.7% | $82,448-46.4% |
| Participation rate | 40.5% | 72.4%-31.9pp | 78.8%-38.4pp | 68.1%-27.6pp |
| Annual return | 17.11% | 20.59%-3.5pp | 64.87%-47.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $857 | $2,870-70.1% | $4,294-80.0% | $2,551-66.4% |
| Participant deferral / active EE | $1,748 | $4,577-61.8% | $6,132-71.5% | $4,139-57.8% |
| Admin fee / account holder | $1,346 | $9,341-85.6% | $14,586-90.8% | $7,234-81.4% |