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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 | $37,061 | $91,439-59.5% | $135,974-72.7% | $71,511-48.2% |
| Participation rate | 35.4% | 75.7%-40.2pp | 81.9%-46.5pp | 67.9%-32.5pp |
| Annual return | 42.42% | 29.90%+12.5pp | 68.30%-25.9pp | 28.86%+13.6pp |
| Employer contribution / active EE | $1,504 | $3,705-59.4% | $4,859-69.0% | $2,589-41.9% |
| Participant deferral / active EE | $2,795 | $7,093-60.6% | $7,760-64.0% | $4,291-34.9% |
| Admin fee / account holder | $1,501 | $1,267+18.5% | $10,767-86.1% | $1,588-5.5% |