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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 | $107,666-68.5% | $102,184-66.8% | $154,746-78.1% |
| Participation rate | 58.3% | 83.7%-25.4pp | 82.6%-24.3pp | 80.7%-22.4pp |
| Annual return | 13.97% | 29.33%-15.4pp | 31.58%-17.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,654 | $3,846-57.0% | $3,594-54.0% | $4,379-62.2% |
| Participant deferral / active EE | $2,402 | $8,719-72.5% | $8,309-71.1% | $6,730-64.3% |
| Admin fee / account holder | $3,073 | $12,943-76.3% | $11,609-73.5% | $14,365-78.6% |