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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 | $40,002 | $96,731-58.6% | $123,973-67.7% | $86,983-54.0% |
| Participation rate | 63.3% | 70.0%-6.7pp | 76.7%-13.3pp | 69.5%-6.2pp |
| Annual return | 13.59% | 17.33%-3.7pp | 388.13%-374.5pp | 25.83%-12.2pp |
| Employer contribution / active EE | $6,738 | $3,297+104.4% | $4,126+63.3% | $2,584+160.7% |
| Participant deferral / active EE | $645 | $4,152-84.5% | $5,247-87.7% | $4,194-84.6% |
| Admin fee / account holder | $12,252 | $8,722+40.5% | $11,799+3.8% | $7,856+56.0% |