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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 | $36,221 | $93,598-61.3% | $135,974-73.4% | $75,173-51.8% |
| Participation rate | 67.1% | 75.2%-8.1pp | 81.9%-14.8pp | 67.2%-0.1pp |
| Annual return | 17.32% | 30.89%-13.6pp | 68.30%-51.0pp | 160.72%-143.4pp |
| Employer contribution / active EE | $1,154 | $3,538-67.4% | $4,859-76.3% | $2,671-56.8% |
| Participant deferral / active EE | $1,817 | $6,405-71.6% | $7,760-76.6% | $4,126-56.0% |
| Admin fee / account holder | $4,272 | $6,978-38.8% | $10,767-60.3% | $5,651-24.4% |