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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 | $34,307 | $86,949-60.5% | $102,460-66.5% | $80,959-57.6% |
| Participation rate | 59.1% | 72.4%-13.3pp | 76.5%-17.4pp | 67.7%-8.6pp |
| Annual return | 12.59% | 18.89%-6.3pp | 29.47%-16.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,523 | $2,370-35.7% | $3,025-49.6% | $2,757-44.8% |
| Participant deferral / active EE | $1,693 | $4,121-58.9% | $5,056-66.5% | $4,300-60.6% |
| Admin fee / account holder | $3,276 | $8,048-59.3% | $9,460-65.4% | $6,925-52.7% |