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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 | $35,537 | $135,956-73.9% | $123,894-71.3% | $273,972-87.0% |
| Participation rate | 42.1% | 84.1%-42.0pp | 81.4%-39.3pp | 83.0%-40.9pp |
| Annual return | 6.48% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,057 | $5,170-79.6% | $4,617-77.1% | $4,869-78.3% |
| Participant deferral / active EE | $1,490 | $6,343-76.5% | $5,984-75.1% | $5,287-71.8% |
| Admin fee / account holder | $2,057 | $9,817-79.0% | $8,357-75.4% | $10,133-79.7% |