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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 | $37,766 | $77,638-51.4% | $156,552-75.9% | $62,881-39.9% |
| Participation rate | 57.0% | 71.2%-14.2pp | 84.0%-27.0pp | 69.3%-12.3pp |
| Annual return | 7.44% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,498 | $3,444-56.5% | $5,501-72.8% | $2,281-34.3% |
| Participant deferral / active EE | $764 | $3,046-74.9% | $4,871-84.3% | $3,203-76.2% |
| Admin fee / account holder | $2,538 | $5,561-54.4% | $13,028-80.5% | $4,296-40.9% |