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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 | $35,034 | $95,762-63.4% | $379,746-90.8% | $79,858-56.1% |
| Participation rate | 38.2% | 74.0%-35.8pp | 78.4%-40.3pp | 69.6%-31.5pp |
| Annual return | 20.28% | 18.26%+2.0pp | 34.90%-14.6pp | 31.72%-11.4pp |
| Employer contribution / active EE | $1,052 | $2,695-61.0% | $3,540-70.3% | $2,471-57.4% |
| Participant deferral / active EE | $1,544 | $4,705-67.2% | $6,024-74.4% | $3,740-58.7% |
| Admin fee / account holder | $5,093 | $6,745-24.5% | $7,927-35.7% | $5,306-4.0% |