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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 | $57,616 | $106,749-46.0% | $145,433-60.4% | $82,448-30.1% |
| Participation rate | 29.2% | 75.6%-46.5pp | 82.1%-53.0pp | 68.1%-38.9pp |
| Annual return | 15.95% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $6,102 | $3,444+77.1% | $4,554+34.0% | $2,551+139.2% |
| Participant deferral / active EE | $258 | $6,519-96.0% | $7,897-96.7% | $4,139-93.8% |
| Admin fee / account holder | $5,686 | $8,390-32.2% | $13,129-56.7% | $7,234-21.4% |