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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 | $106,524-45.9% | $152,301-62.2% | $87,485-34.1% |
| Participation rate | 29.2% | 75.8%-46.6pp | 82.4%-53.3pp | 68.9%-39.8pp |
| Annual return | 15.95% | 26.89%-10.9pp | 80.50%-64.6pp | 26.06%-10.1pp |
| Employer contribution / active EE | $6,102 | $3,371+81.0% | $4,624+31.9% | $2,596+135.0% |
| Participant deferral / active EE | $258 | $6,525-96.0% | $8,004-96.8% | $4,274-94.0% |
| Admin fee / account holder | $5,686 | $8,287-31.4% | $14,398-60.5% | $7,775-26.9% |