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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 | $36,203 | $79,955-54.7% | $98,461-63.2% | $75,173-51.8% |
| Participation rate | 58.8% | 70.4%-11.5pp | 75.2%-16.3pp | 67.2%-8.4pp |
| Annual return | 13.86% | 19.75%-5.9pp | 21.17%-7.3pp | 160.72%-146.9pp |
| Employer contribution / active EE | $1,194 | $2,264-47.3% | $3,049-60.8% | $2,671-55.3% |
| Participant deferral / active EE | $1,437 | $3,752-61.7% | $4,738-69.7% | $4,126-65.2% |
| Admin fee / account holder | $11,334 | $6,841+65.7% | $8,961+26.5% | $5,651+100.6% |