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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 | $35,506 | $136,860-74.1% | $120,344-70.5% | $154,746-77.1% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 17.00% | 21.38%-4.4pp | 20.30%-3.3pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,183 | $3,533-66.5% | $3,020-60.8% | $4,379-73.0% |
| Participant deferral / active EE | $1,924 | $5,793-66.8% | $5,135-62.5% | $6,730-71.4% |
| Admin fee / account holder | $1,405 | $15,393-90.9% | $12,742-89.0% | $14,365-90.2% |