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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 | $40,052 | $76,551-47.7% | $123,894-67.7% | $62,881-36.3% |
| Participation rate | 35.7% | 73.0%-37.3pp | 81.4%-45.7pp | 69.3%-33.6pp |
| Annual return | 7.32% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $513 | $2,882-82.2% | $4,617-88.9% | $2,281-77.5% |
| Participant deferral / active EE | $1,583 | $4,840-67.3% | $5,984-73.6% | $3,203-50.6% |
| Admin fee / account holder | $622 | $4,826-87.1% | $8,357-92.6% | $4,296-85.5% |