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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 | $34,107 | $167,522-79.6% | $151,639-77.5% | $134,532-74.6% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.5%-25.0pp | 81.2%-18.7pp |
| Annual return | 4.98% | 7.81%-2.8pp | 3.34%+1.6pp | 418.27%-413.3pp |
| Employer contribution / active EE | $1,793 | $6,828-73.7% | $6,165-70.9% | $4,741-62.2% |
| Participant deferral / active EE | $2,001 | $8,986-77.7% | $8,363-76.1% | $6,401-68.7% |
| Admin fee / account holder | $4,312 | $13,780-68.7% | $11,613-62.9% | $11,429-62.3% |