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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 | $37,627 | $73,978-49.1% | $96,515-61.0% | $75,173-49.9% |
| Participation rate | 62.0% | 66.4%-4.4pp | 74.3%-12.3pp | 67.2%-5.2pp |
| Annual return | 15.53% | 26.72%-11.2pp | 35.73%-20.2pp | 160.72%-145.2pp |
| Employer contribution / active EE | $3,124 | $2,931+6.6% | $3,740-16.5% | $2,671+17.0% |
| Participant deferral / active EE | $874 | $3,660-76.1% | $4,880-82.1% | $4,126-78.8% |
| Admin fee / account holder | $1,829 | $5,219-65.0% | $6,735-72.8% | $5,651-67.6% |