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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 | $62,892 | $110,212-42.9% | $96,534-34.9% | $139,466-54.9% |
| Participation rate | 38.5% | 78.1%-39.7pp | 76.0%-37.5pp | 80.3%-41.9pp |
| Annual return | 13.59% | 26.42%-12.8pp | 25.88%-12.3pp | 373.66%-360.1pp |
| Employer contribution / active EE | $1,234 | $3,620-65.9% | $2,965-58.4% | $4,754-74.0% |
| Participant deferral / active EE | $1,423 | $5,547-74.3% | $4,851-70.7% | $6,712-78.8% |
| Admin fee / account holder | $13,514 | $11,599+16.5% | $8,253+63.7% | $11,409+18.5% |