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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 | $55,191 | $76,551-27.9% | $123,894-55.5% | $62,881-12.2% |
| Participation rate | 34.9% | 73.0%-38.1pp | 81.4%-46.5pp | 69.3%-34.4pp |
| Annual return | 6.99% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,055 | $2,882-63.4% | $4,617-77.1% | $2,281-53.7% |
| Participant deferral / active EE | $1,641 | $4,840-66.1% | $5,984-72.6% | $3,203-48.8% |
| Admin fee / account holder | $4,833 | $4,826+0.2% | $8,357-42.2% | $4,296+12.5% |