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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 | $32,624 | $56,287-42.0% | $80,977-59.7% | $62,881-48.1% |
| Participation rate | 57.7% | 68.9%-11.2pp | 75.8%-18.1pp | 69.3%-11.6pp |
| Annual return | 59.97% | 22.13%+37.8pp | 17.11%+42.9pp | 20.14%+39.8pp |
| Employer contribution / active EE | $689 | $1,943-64.5% | $3,715-81.5% | $2,281-69.8% |
| Participant deferral / active EE | $1,576 | $4,196-62.4% | $5,696-72.3% | $3,203-50.8% |
| Admin fee / account holder | $2,132 | $3,742-43.0% | $5,517-61.4% | $4,296-50.4% |