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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 | $32,439 | $91,559-64.6% | $133,971-75.8% | $79,852-59.4% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 15.03% | 61.85%-46.8pp | 45.09%-30.1pp | 31.72%-16.7pp |
| Employer contribution / active EE | $1,120 | $2,384-53.0% | $3,919-71.4% | $2,471-54.7% |
| Participant deferral / active EE | $1,673 | $3,734-55.2% | $5,047-66.9% | $3,740-55.3% |
| Admin fee / account holder | $3,123 | $6,321-50.6% | $8,929-65.0% | $5,306-41.2% |