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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 | $30,334 | $91,424-66.8% | $135,942-77.7% | $71,495-57.6% |
| Participation rate | 58.2% | 75.7%-17.5pp | 81.9%-23.7pp | 67.9%-9.8pp |
| Annual return | 27.79% | 29.90%-2.1pp | 68.28%-40.5pp | 28.85%-1.1pp |
| Employer contribution / active EE | $1,865 | $3,704-49.7% | $4,858-61.6% | $2,589-28.0% |
| Participant deferral / active EE | $2,999 | $7,092-57.7% | $7,759-61.4% | $4,291-30.1% |
| Admin fee / account holder | $2,237 | $1,266+76.7% | $10,764-79.2% | $1,588+40.9% |