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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 | $69,583 | $89,370-22.1% | $141,197-50.7% | $72,976-4.6% |
| Participation rate | 38.2% | 75.1%-36.9pp | 82.5%-44.2pp | 69.5%-31.3pp |
| Annual return | 25.01% | 111.88%-86.9pp | 71.41%-46.4pp | 81.02%-56.0pp |
| Employer contribution / active EE | $1,170 | $3,115-62.4% | $4,736-75.3% | $2,440-52.0% |
| Participant deferral / active EE | $2,174 | $5,419-59.9% | $6,710-67.6% | $3,608-39.7% |
| Admin fee / account holder | $1,208 | $5,957-79.7% | $10,265-88.2% | $5,124-76.4% |