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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 | $29,436 | $63,355-53.5% | $91,994-68.0% | $72,983-59.7% |
| Participation rate | 53.8% | 72.5%-18.7pp | 78.6%-24.8pp | 69.5%-15.6pp |
| Annual return | 22.63% | 35.35%-12.7pp | 69.03%-46.4pp | 81.01%-58.4pp |
| Employer contribution / active EE | $1,762 | $2,116-16.7% | $3,452-49.0% | $2,440-27.8% |
| Participant deferral / active EE | $1,762 | $4,883-63.9% | $5,923-70.3% | $3,608-51.2% |
| Admin fee / account holder | $1,306 | $4,668-72.0% | $7,743-83.1% | $5,124-74.5% |