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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 | $36,224 | $93,598-61.3% | $135,974-73.4% | $75,173-51.8% |
| Participation rate | 55.9% | 75.2%-19.3pp | 81.9%-26.0pp | 67.2%-11.3pp |
| Annual return | 15.60% | 30.89%-15.3pp | 68.30%-52.7pp | 160.72%-145.1pp |
| Employer contribution / active EE | $1,026 | $3,538-71.0% | $4,859-78.9% | $2,671-61.6% |
| Participant deferral / active EE | $2,315 | $6,405-63.9% | $7,760-70.2% | $4,126-43.9% |
| Admin fee / account holder | $410 | $6,978-94.1% | $10,767-96.2% | $5,651-92.8% |