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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 | $42,875 | $127,387-66.3% | $115,038-62.7% | $125,389-65.8% |
| Participation rate | 63.2% | 84.2%-21.0pp | 81.4%-18.2pp | 83.2%-20.0pp |
| Annual return | 2.43% | 31.28%-28.8pp | 26.14%-23.7pp | 282.24%-279.8pp |
| Employer contribution / active EE | $1,717 | $5,166-66.8% | $4,608-62.7% | $4,866-64.7% |
| Participant deferral / active EE | $1,898 | $6,423-70.5% | $6,026-68.5% | $5,352-64.5% |
| Admin fee / account holder | $5,975 | $9,516-37.2% | $8,175-26.9% | $9,541-37.4% |