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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 | $107,421-63.4% | $182,262-78.5% | $94,015-58.2% |
| Participation rate | 66.7% | 77.8%-11.1pp | 84.2%-17.5pp | 70.8%-4.2pp |
| Annual return | 16.47% | 21.32%-4.9pp | 140.60%-124.1pp | 17.84%-1.4pp |
| Employer contribution / active EE | $1,177 | $3,448-65.9% | $5,046-76.7% | $2,790-57.8% |
| Participant deferral / active EE | $2,093 | $6,558-68.1% | $8,276-74.7% | $4,249-50.7% |
| Admin fee / account holder | $1,483 | $8,692-82.9% | $16,712-91.1% | $8,951-83.4% |