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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 | $35,970 | $103,966-65.4% | $112,923-68.1% | $75,177-52.2% |
| Participation rate | 55.3% | 75.7%-20.4pp | 80.5%-25.2pp | 67.2%-11.9pp |
| Annual return | 14.46% | 24.54%-10.1pp | 34.13%-19.7pp | 160.75%-146.3pp |
| Employer contribution / active EE | $1,468 | $3,870-62.1% | $4,570-67.9% | $2,671-45.0% |
| Participant deferral / active EE | $1,683 | $5,456-69.1% | $6,520-74.2% | $4,126-59.2% |
| Admin fee / account holder | $9,648 | $7,663+25.9% | $7,046+36.9% | $5,651+70.7% |