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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 | $43,425 | $107,666-59.7% | $102,184-57.5% | $154,746-71.9% |
| Participation rate | 33.3% | 83.7%-50.4pp | 82.6%-49.3pp | 80.7%-47.4pp |
| Annual return | 12.13% | 29.33%-17.2pp | 31.58%-19.5pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,219 | $3,846-68.3% | $3,594-66.1% | $4,379-72.2% |
| Participant deferral / active EE | $1,497 | $8,719-82.8% | $8,309-82.0% | $6,730-77.8% |
| Admin fee / account holder | $20,202 | $12,943+56.1% | $11,609+74.0% | $14,365+40.6% |