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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 | $32,945 | $78,423-58.0% | $95,964-65.7% | $79,856-58.7% |
| Participation rate | 60.3% | 73.5%-13.1pp | 77.1%-16.7pp | 69.6%-9.3pp |
| Annual return | 15.50% | 19.37%-3.9pp | 91.64%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $521 | $1,945-73.2% | $2,541-79.5% | $2,471-78.9% |
| Participant deferral / active EE | $1,128 | $3,440-67.2% | $4,167-72.9% | $3,741-69.9% |
| Admin fee / account holder | $1,891 | $5,622-66.4% | $6,797-72.2% | $5,306-64.4% |