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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 | $42,116 | $73,978-43.1% | $96,515-56.4% | $75,173-44.0% |
| Participation rate | 41.3% | 66.4%-25.1pp | 74.3%-33.0pp | 67.2%-25.9pp |
| Annual return | 26.15% | 26.72%-0.6pp | 35.73%-9.6pp | 160.72%-134.6pp |
| Employer contribution / active EE | $949 | $2,931-67.6% | $3,740-74.6% | $2,671-64.5% |
| Participant deferral / active EE | $1,373 | $3,660-62.5% | $4,880-71.9% | $4,126-66.7% |
| Admin fee / account holder | $768 | $5,219-85.3% | $6,735-88.6% | $5,651-86.4% |