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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 | $32,302 | $181,896-82.2% | $156,551-79.4% | $273,972-88.2% |
| Participation rate | 69.2% | 88.4%-19.2pp | 84.0%-14.8pp | 83.0%-13.8pp |
| Annual return | 3.89% | 30.74%-26.8pp | 32.23%-28.3pp | 41.46%-37.6pp |
| Employer contribution / active EE | $1,972 | $6,248-68.4% | $5,501-64.2% | $4,869-59.5% |
| Participant deferral / active EE | $1,714 | $5,550-69.1% | $4,871-64.8% | $5,287-67.6% |
| Admin fee / account holder | $28,789 | $15,560+85.0% | $13,028+121.0% | $10,133+184.1% |