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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 | $41,386 | $81,334-49.1% | $113,397-63.5% | $64,097-35.4% |
| Participation rate | 41.2% | 65.6%-24.4pp | 76.5%-35.3pp | 55.2%-14.0pp |
| Annual return | 20.42% | 32.50%-12.1pp | 23.20%-2.8pp | 34.64%-14.2pp |
| Employer contribution / active EE | $817 | $2,077-60.6% | $2,977-72.5% | $1,891-56.8% |
| Participant deferral / active EE | $1,458 | $3,795-61.6% | $5,076-71.3% | $3,080-52.6% |
| Admin fee / account holder | $1,268 | $4,208-69.9% | $11,957-89.4% | $3,454-63.3% |