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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 | $33,909 | $181,896-81.4% | $156,551-78.3% | $273,972-87.6% |
| Participation rate | 69.2% | 88.4%-19.2pp | 84.0%-14.8pp | 83.0%-13.8pp |
| Annual return | 5.67% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,904 | $6,248-69.5% | $5,501-65.4% | $4,869-60.9% |
| Participant deferral / active EE | $902 | $5,550-83.8% | $4,871-81.5% | $5,287-82.9% |
| Admin fee / account holder | $3,859 | $15,560-75.2% | $13,028-70.4% | $10,133-61.9% |