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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 | $37,280 | $105,284-64.6% | $150,734-75.3% | $94,015-60.3% |
| Participation rate | 61.8% | 71.7%-10.0pp | 78.4%-16.7pp | 70.8%-9.1pp |
| Annual return | 17.59% | 15.67%+1.9pp | 600.81%-583.2pp | 17.84%-0.3pp |
| Employer contribution / active EE | $1,127 | $3,599-68.7% | $4,918-77.1% | $2,790-59.6% |
| Participant deferral / active EE | $1,694 | $4,274-60.4% | $5,610-69.8% | $4,249-60.1% |
| Admin fee / account holder | $3,058 | $9,839-68.9% | $14,905-79.5% | $8,951-65.8% |