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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 | $33,910 | $135,905-75.0% | $126,068-73.1% | $198,609-82.9% |
| Participation rate | 58.3% | 85.6%-27.3pp | 84.7%-26.4pp | 82.4%-24.0pp |
| Annual return | 13.97% | 14.07%-0.1pp | 15.01%-1.0pp | 202.70%-188.7pp |
| Employer contribution / active EE | $1,654 | $4,245-61.0% | $3,968-58.3% | $5,055-67.3% |
| Participant deferral / active EE | $2,402 | $8,523-71.8% | $8,214-70.8% | $6,977-65.6% |
| Admin fee / account holder | $3,073 | $21,036-85.4% | $18,264-83.2% | $19,030-83.9% |