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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 | $26,071 | $89,370-70.8% | $141,197-81.5% | $72,976-64.3% |
| Participation rate | 56.4% | 75.1%-18.7pp | 82.5%-26.1pp | 69.5%-13.1pp |
| Annual return | 26.03% | 111.88%-85.8pp | 71.41%-45.4pp | 81.02%-55.0pp |
| Employer contribution / active EE | $1,520 | $3,115-51.2% | $4,736-67.9% | $2,440-37.7% |
| Participant deferral / active EE | $2,233 | $5,419-58.8% | $6,710-66.7% | $3,608-38.1% |
| Admin fee / account holder | $3,000 | $5,957-49.6% | $10,265-70.8% | $5,124-41.5% |