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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 | $31,281 | $83,485-62.5% | $125,195-75.0% | $72,976-57.1% |
| Participation rate | 68.6% | 73.3%-4.7pp | 79.8%-11.2pp | 69.5%-0.9pp |
| Annual return | 16.62% | 25.77%-9.1pp | 43.79%-27.2pp | 81.02%-64.4pp |
| Employer contribution / active EE | $1,326 | $2,346-43.5% | $3,866-65.7% | $2,440-45.7% |
| Participant deferral / active EE | $1,175 | $3,586-67.2% | $4,937-76.2% | $3,608-67.4% |
| Admin fee / account holder | $5,329 | $5,518-3.4% | $9,704-45.1% | $5,124+4.0% |