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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 | $36,074 | $88,583-59.3% | $88,497-59.2% | $273,972-86.8% |
| Participation rate | 60.0% | 83.5%-23.5pp | 82.4%-22.4pp | 83.0%-23.0pp |
| Annual return | 8.82% | 5.68%+3.1pp | 7.63%+1.2pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,179 | $4,502-73.8% | $4,036-70.8% | $4,869-75.8% |
| Participant deferral / active EE | $1,326 | $4,891-72.9% | $4,899-72.9% | $5,287-74.9% |
| Admin fee / account holder | $5,263 | $8,980-41.4% | $6,220-15.4% | $10,133-48.1% |