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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 | $33,406 | $118,488-71.8% | $98,462-66.1% | $139,487-76.1% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 19.10% | 18.96%+0.1pp | 21.17%-2.1pp | 373.84%-354.7pp |
| Employer contribution / active EE | $887 | $3,611-75.4% | $3,049-70.9% | $4,755-81.3% |
| Participant deferral / active EE | $1,338 | $5,393-75.2% | $4,738-71.8% | $6,713-80.1% |
| Admin fee / account holder | $606 | $13,868-95.6% | $8,875-93.2% | $11,407-94.7% |