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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 | $79,867-48.2% | $120,344-65.6% | $64,340-35.7% |
| Participation rate | 41.2% | 63.0%-21.7pp | 76.7%-35.5pp | 55.2%-14.0pp |
| Annual return | 20.42% | 21.10%-0.7pp | 20.30%+0.1pp | 24.14%-3.7pp |
| Employer contribution / active EE | $817 | $1,925-57.5% | $3,020-72.9% | $1,862-56.1% |
| Participant deferral / active EE | $1,458 | $3,593-59.4% | $5,135-71.6% | $2,980-51.1% |
| Admin fee / account holder | $1,268 | $5,039-74.8% | $12,742-90.0% | $3,703-65.7% |