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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 | $34,430 | $25,014+37.6% | $69,623-50.5% | $80,935-57.5% |
| Participation rate | 30.0% | 64.2%-34.2pp | 66.4%-36.4pp | 67.7%-37.7pp |
| Annual return | 12.09% | 19.08%-7.0pp | 101.23%-89.1pp | 35.66%-23.6pp |
| Employer contribution / active EE | $375 | $991-62.1% | $1,709-78.0% | $2,757-86.4% |
| Participant deferral / active EE | $783 | $1,840-57.5% | $2,890-72.9% | $4,299-81.8% |
| Admin fee / account holder | $2,303 | $2,491-7.6% | $4,696-51.0% | $6,924-66.7% |