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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 | $34,520 | $95,453-63.8% | $112,040-69.2% | $82,448-58.1% |
| Participation rate | 66.1% | 72.8%-6.7pp | 76.5%-10.4pp | 68.1%-2.0pp |
| Annual return | 23.65% | 23.92%-0.3pp | 24.52%-0.9pp | 41.64%-18.0pp |
| Employer contribution / active EE | $2,214 | $2,318-4.5% | $2,954-25.0% | $2,551-13.2% |
| Participant deferral / active EE | $1,845 | $4,224-56.3% | $5,098-63.8% | $4,139-55.4% |
| Admin fee / account holder | $1,397 | $9,013-84.5% | $12,098-88.5% | $7,234-80.7% |