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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 | $37,499 | $78,707-52.4% | $117,861-68.2% | $70,126-46.5% |
| Participation rate | 38.0% | 73.2%-35.2pp | 79.7%-41.6pp | 69.5%-31.5pp |
| Annual return | 14.57% | 23.30%-8.7pp | 335.11%-320.5pp | 73.15%-58.6pp |
| Employer contribution / active EE | $710 | $2,223-68.0% | $3,786-81.2% | $2,343-69.7% |
| Participant deferral / active EE | $1,020 | $3,297-69.1% | $4,482-77.2% | $3,332-69.4% |
| Admin fee / account holder | $1,687 | $5,066-66.7% | $8,021-79.0% | $4,645-63.7% |