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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 | $33,401 | $93,598-64.3% | $135,974-75.4% | $75,173-55.6% |
| Participation rate | 42.3% | 75.2%-32.9pp | 81.9%-39.6pp | 67.2%-24.9pp |
| Annual return | 18.24% | 30.89%-12.6pp | 68.30%-50.1pp | 160.72%-142.5pp |
| Employer contribution / active EE | $1,088 | $3,538-69.2% | $4,859-77.6% | $2,671-59.3% |
| Participant deferral / active EE | $2,354 | $6,405-63.3% | $7,760-69.7% | $4,126-43.0% |
| Admin fee / account holder | $6,836 | $6,978-2.0% | $10,767-36.5% | $5,651+21.0% |