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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 | $32,328 | $63,365-49.0% | $91,994-64.9% | $72,976-55.7% |
| Participation rate | 59.5% | 72.5%-13.0pp | 78.6%-19.1pp | 69.5%-10.0pp |
| Annual return | 22.24% | 35.35%-13.1pp | 69.04%-46.8pp | 81.02%-58.8pp |
| Employer contribution / active EE | $1,111 | $2,116-47.5% | $3,453-67.8% | $2,440-54.5% |
| Participant deferral / active EE | $2,108 | $4,883-56.8% | $5,924-64.4% | $3,608-41.6% |
| Admin fee / account holder | $1,592 | $4,670-65.9% | $7,744-79.4% | $5,124-68.9% |