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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 | $35,015 | $78,707-55.5% | $117,861-70.3% | $70,126-50.1% |
| Participation rate | 34.8% | 73.2%-38.3pp | 79.7%-44.8pp | 69.5%-34.7pp |
| Annual return | 13.86% | 23.30%-9.4pp | 335.11%-321.2pp | 73.15%-59.3pp |
| Employer contribution / active EE | $678 | $2,223-69.5% | $3,786-82.1% | $2,343-71.1% |
| Participant deferral / active EE | $1,246 | $3,297-62.2% | $4,482-72.2% | $3,332-62.6% |
| Admin fee / account holder | $6,577 | $5,066+29.8% | $8,021-18.0% | $4,645+41.6% |