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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 | $25,104 | $135,956-81.5% | $123,894-79.7% | $273,972-90.8% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 12.40% | 56.63%-44.2pp | 47.52%-35.1pp | 41.46%-29.1pp |
| Employer contribution / active EE | $1,325 | $5,170-74.4% | $4,617-71.3% | $4,869-72.8% |
| Participant deferral / active EE | $1,818 | $6,343-71.3% | $5,984-69.6% | $5,287-65.6% |
| Admin fee / account holder | $3,004 | $9,817-69.4% | $8,357-64.1% | $10,133-70.4% |