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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 | $34,060 | $106,749-68.1% | $145,433-76.6% | $82,448-58.7% |
| Participation rate | 41.1% | 75.6%-34.6pp | 82.1%-41.0pp | 68.1%-27.0pp |
| Annual return | 14.30% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,146 | $3,444-66.7% | $4,554-74.8% | $2,551-55.1% |
| Participant deferral / active EE | $2,092 | $6,519-67.9% | $7,897-73.5% | $4,139-49.4% |
| Admin fee / account holder | $8,795 | $8,390+4.8% | $13,129-33.0% | $7,234+21.6% |