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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 | $39,263 | $106,749-63.2% | $145,433-73.0% | $82,448-52.4% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 16.47% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,177 | $3,444-65.8% | $4,554-74.1% | $2,551-53.8% |
| Participant deferral / active EE | $2,093 | $6,519-67.9% | $7,897-73.5% | $4,139-49.4% |
| Admin fee / account holder | $1,483 | $8,390-82.3% | $13,129-88.7% | $7,234-79.5% |