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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 | $34,772 | $81,276-57.2% | $155,574-77.6% | $80,925-57.0% |
| Participation rate | 58.1% | 66.2%-8.1pp | 78.2%-20.1pp | 67.7%-9.5pp |
| Annual return | 11.66% | 33.36%-21.7pp | 64.87%-53.2pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,741 | $3,103-43.9% | $4,676-62.8% | $2,756-36.8% |
| Participant deferral / active EE | $781 | $3,453-77.4% | $5,629-86.1% | $4,299-81.8% |
| Admin fee / account holder | $719 | $7,993-91.0% | $15,914-95.5% | $6,940-89.6% |