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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 | $33,176 | $109,782-69.8% | $260,467-87.3% | $94,015-64.7% |
| Participation rate | 39.5% | 67.2%-27.7pp | 80.5%-40.9pp | 70.8%-31.3pp |
| Annual return | 22.58% | 18.60%+4.0pp | 100.60%-78.0pp | 17.84%+4.7pp |
| Employer contribution / active EE | $1,088 | $2,147-49.3% | $4,239-74.3% | $2,790-61.0% |
| Participant deferral / active EE | $1,493 | $4,044-63.1% | $6,319-76.4% | $4,249-64.9% |
| Admin fee / account holder | $7,097 | $11,958-40.7% | $15,461-54.1% | $8,951-20.7% |