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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 | $38,343 | $80,992-52.7% | $96,534-60.3% | $75,173-49.0% |
| Participation rate | 65.0% | 71.8%-6.8pp | 76.0%-11.0pp | 67.2%-2.2pp |
| Annual return | 14.04% | 27.05%-13.0pp | 25.88%-11.8pp | 160.72%-146.7pp |
| Employer contribution / active EE | $1,044 | $2,283-54.3% | $2,965-64.8% | $2,671-60.9% |
| Participant deferral / active EE | $1,745 | $3,929-55.6% | $4,851-64.0% | $4,126-57.7% |
| Admin fee / account holder | $10,863 | $6,717+61.7% | $8,253+31.6% | $5,651+92.3% |