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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 | $36,718 | $107,733-65.9% | $92,985-60.5% | $154,746-76.3% |
| Participation rate | 35.0% | 74.6%-39.6pp | 69.5%-34.5pp | 80.7%-45.7pp |
| Annual return | 14.75% | 30.39%-15.6pp | 27.99%-13.2pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,141 | $3,126-63.5% | $2,662-57.1% | $4,379-73.9% |
| Participant deferral / active EE | $1,193 | $5,053-76.4% | $4,377-72.7% | $6,730-82.3% |
| Admin fee / account holder | $12,087 | $11,369+6.3% | $9,463+27.7% | $14,365-15.9% |