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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 | $38,451 | $78,670-51.1% | $109,173-64.8% | $85,847-55.2% |
| Participation rate | 54.5% | 68.3%-13.7pp | 75.9%-21.3pp | 69.3%-14.8pp |
| Annual return | 22.76% | 25.09%-2.3pp | 25.75%-3.0pp | 318.61%-295.8pp |
| Employer contribution / active EE | $1,016 | $2,734-62.8% | $3,723-72.7% | $2,565-60.4% |
| Participant deferral / active EE | $1,367 | $3,467-60.6% | $4,654-70.6% | $3,952-65.4% |
| Admin fee / account holder | $1,292 | $5,469-76.4% | $6,755-80.9% | $6,261-79.4% |