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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 | $35,561 | $86,050-58.7% | $189,758-81.3% | $94,015-62.2% |
| Participation rate | 67.2% | 68.9%-1.7pp | 79.8%-12.6pp | 70.8%-3.6pp |
| Annual return | 13.15% | 17.77%-4.6pp | 52.62%-39.5pp | 17.84%-4.7pp |
| Employer contribution / active EE | $944 | $2,819-66.5% | $4,767-80.2% | $2,790-66.2% |
| Participant deferral / active EE | $950 | $3,349-71.6% | $5,856-83.8% | $4,249-77.7% |
| Admin fee / account holder | $4,453 | $6,627-32.8% | $20,388-78.2% | $8,951-50.3% |