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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 | $25,113 | $76,371-67.1% | $93,621-73.2% | $72,976-65.6% |
| Participation rate | 50.0% | 71.8%-21.8pp | 75.8%-25.8pp | 69.5%-19.5pp |
| Annual return | 24.71% | 25.82%-1.1pp | 32.76%-8.1pp | 81.02%-56.3pp |
| Employer contribution / active EE | $1,973 | $2,276-13.3% | $2,719-27.4% | $2,440-19.1% |
| Participant deferral / active EE | $710 | $3,538-79.9% | $4,070-82.6% | $3,608-80.3% |
| Admin fee / account holder | $3,649 | $6,839-46.6% | $7,890-53.8% | $5,124-28.8% |