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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 | $33,404 | $89,364-62.6% | $141,177-76.3% | $72,983-54.2% |
| Participation rate | 53.8% | 75.1%-21.3pp | 82.5%-28.6pp | 69.5%-15.6pp |
| Annual return | 22.36% | 111.86%-89.5pp | 71.40%-49.0pp | 81.01%-58.7pp |
| Employer contribution / active EE | $1,340 | $3,115-57.0% | $4,736-71.7% | $2,440-45.1% |
| Participant deferral / active EE | $2,266 | $5,419-58.2% | $6,710-66.2% | $3,608-37.2% |
| Admin fee / account holder | $404 | $5,959-93.2% | $10,263-96.1% | $5,124-92.1% |