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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 | $38,462 | $91,559-58.0% | $133,978-71.3% | $79,856-51.8% |
| Participation rate | 68.8% | 73.3%-4.6pp | 79.8%-11.1pp | 69.6%-0.9pp |
| Annual return | 11.27% | 61.85%-50.6pp | 45.10%-33.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,024 | $2,384-15.1% | $3,919-48.3% | $2,471-18.1% |
| Participant deferral / active EE | $1,611 | $3,734-56.8% | $5,047-68.1% | $3,741-56.9% |
| Admin fee / account holder | $2,444 | $6,321-61.3% | $8,930-72.6% | $5,306-54.0% |