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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 | $46,640 | $77,472-39.8% | $100,415-53.6% | $80,959-42.4% |
| Participation rate | 37.3% | 76.9%-39.6pp | 81.5%-44.2pp | 67.7%-30.3pp |
| Annual return | 12.89% | 37.26%-24.4pp | 49.47%-36.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,134 | $2,800-59.5% | $3,943-71.2% | $2,757-58.9% |
| Participant deferral / active EE | $2,433 | $6,818-64.3% | $8,091-69.9% | $4,300-43.4% |
| Admin fee / account holder | $4,814 | $5,885-18.2% | $7,906-39.1% | $6,925-30.5% |