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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 | $38,320 | $106,864-64.1% | $147,318-74.0% | $82,637-53.6% |
| Participation rate | 52.0% | 75.5%-23.5pp | 82.1%-30.1pp | 68.1%-16.1pp |
| Annual return | 35.14% | 27.49%+7.7pp | 70.43%-35.3pp | 53.51%-18.4pp |
| Employer contribution / active EE | $950 | $3,417-72.2% | $4,593-79.3% | $2,552-62.8% |
| Participant deferral / active EE | $2,429 | $6,496-62.6% | $7,906-69.3% | $4,126-41.1% |
| Admin fee / account holder | $9,722 | $8,415+15.5% | $13,708-29.1% | $7,339+32.5% |