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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 | $97,289-65.1% | $92,805-63.5% | $155,188-78.1% |
| Participation rate | 58.3% | 84.2%-25.8pp | 83.5%-25.2pp | 80.8%-22.5pp |
| Annual return | 13.97% | 29.03%-15.1pp | 31.59%-17.6pp | 148.84%-134.9pp |
| Employer contribution / active EE | $1,654 | $3,632-54.5% | $3,424-51.7% | $4,248-61.1% |
| Participant deferral / active EE | $2,402 | $8,795-72.7% | $8,448-71.6% | $6,531-63.2% |
| Admin fee / account holder | $3,073 | $12,015-74.4% | $10,911-71.8% | $14,480-78.8% |