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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 | $33,880 | $91,439-62.9% | $135,974-75.1% | $71,511-52.6% |
| Participation rate | 34.0% | 75.7%-41.7pp | 81.9%-47.9pp | 67.9%-34.0pp |
| Annual return | 21.09% | 29.90%-8.8pp | 68.30%-47.2pp | 28.86%-7.8pp |
| Employer contribution / active EE | $1,444 | $3,705-61.0% | $4,859-70.3% | $2,589-44.2% |
| Participant deferral / active EE | $2,149 | $7,093-69.7% | $7,760-72.3% | $4,291-49.9% |
| Admin fee / account holder | $1,993 | $1,267+57.3% | $10,767-81.5% | $1,588+25.5% |