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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 | $95,404-63.8% | $113,397-69.6% | $82,637-58.2% |
| Participation rate | 66.1% | 72.8%-6.7pp | 76.5%-10.4pp | 68.1%-2.0pp |
| Annual return | 23.65% | 19.08%+4.6pp | 23.20%+0.4pp | 53.51%-29.9pp |
| Employer contribution / active EE | $2,214 | $2,307-4.0% | $2,977-25.6% | $2,552-13.2% |
| Participant deferral / active EE | $1,845 | $4,220-56.3% | $5,076-63.6% | $4,126-55.3% |
| Admin fee / account holder | $1,397 | $9,168-84.8% | $11,957-88.3% | $7,339-81.0% |