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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 | $44,135 | $78,015-43.4% | $178,505-75.3% | $80,959-45.5% |
| Participation rate | 38.7% | 65.7%-27.0pp | 77.1%-38.4pp | 67.7%-29.0pp |
| Annual return | 16.08% | 18.10%-2.0pp | 27.16%-11.1pp | 35.67%-19.6pp |
| Employer contribution / active EE | $804 | $2,281-64.7% | $3,955-79.7% | $2,757-70.8% |
| Participant deferral / active EE | $1,221 | $4,406-72.3% | $6,280-80.6% | $4,300-71.6% |
| Admin fee / account holder | $564 | $7,160-92.1% | $10,428-94.6% | $6,925-91.8% |