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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 | $34,764 | $89,364-61.1% | $141,177-75.4% | $72,983-52.4% |
| Participation rate | 59.5% | 75.1%-15.7pp | 82.5%-23.0pp | 69.5%-10.0pp |
| Annual return | 25.75% | 111.86%-86.1pp | 71.40%-45.7pp | 81.01%-55.3pp |
| Employer contribution / active EE | $1,202 | $3,115-61.4% | $4,736-74.6% | $2,440-50.7% |
| Participant deferral / active EE | $2,131 | $5,419-60.7% | $6,710-68.2% | $3,608-40.9% |
| Admin fee / account holder | $8,833 | $5,959+48.2% | $10,263-13.9% | $5,124+72.4% |