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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 | $29,711 | $65,361-54.5% | $92,903-68.0% | $72,983-59.3% |
| Participation rate | 32.1% | 68.3%-36.3pp | 76.0%-44.0pp | 69.5%-37.4pp |
| Annual return | 45.16% | 42.11%+3.1pp | 109.43%-64.3pp | 81.01%-35.8pp |
| Employer contribution / active EE | $973 | $2,594-62.5% | $3,653-73.4% | $2,440-60.1% |
| Participant deferral / active EE | $1,199 | $3,128-61.7% | $4,238-71.7% | $3,608-66.8% |
| Admin fee / account holder | $1,936 | $4,251-54.5% | $5,795-66.6% | $5,124-62.2% |