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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 | $34,134 | $76,551-55.4% | $123,894-72.4% | $62,881-45.7% |
| Participation rate | 57.5% | 73.0%-15.5pp | 81.4%-23.9pp | 69.3%-11.8pp |
| Annual return | 6.15% | 18.68%-12.5pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $3,300 | $2,882+14.5% | $4,617-28.5% | $2,281+44.7% |
| Participant deferral / active EE | $1,145 | $4,840-76.3% | $5,984-80.9% | $3,203-64.3% |
| Admin fee / account holder | $839 | $4,826-82.6% | $8,357-90.0% | $4,296-80.5% |