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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 | $41,670 | $95,453-56.3% | $112,040-62.8% | $82,448-49.5% |
| Participation rate | 48.8% | 72.8%-23.9pp | 76.5%-27.7pp | 68.1%-19.2pp |
| Annual return | 16.19% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,104 | $2,318-52.3% | $2,954-62.6% | $2,551-56.7% |
| Participant deferral / active EE | $1,703 | $4,224-59.7% | $5,098-66.6% | $4,139-58.9% |
| Admin fee / account holder | $3,895 | $9,013-56.8% | $12,098-67.8% | $7,234-46.2% |