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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 | $33,936 | $138,312-75.5% | $122,979-72.4% | $155,188-78.1% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 10.82% | 22.06%-11.2pp | 20.12%-9.3pp | 148.84%-138.0pp |
| Employer contribution / active EE | $1,010 | $3,530-71.4% | $3,062-67.0% | $4,248-76.2% |
| Participant deferral / active EE | $1,228 | $5,592-78.0% | $5,003-75.4% | $6,531-81.2% |
| Admin fee / account holder | $13,344 | $15,089-11.6% | $12,864+3.7% | $14,480-7.8% |