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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 | $33,310 | $99,875-66.6% | $146,866-77.3% | $86,983-61.7% |
| Participation rate | 36.6% | 75.8%-39.2pp | 82.5%-45.9pp | 69.5%-32.9pp |
| Annual return | 19.89% | 28.10%-8.2pp | 102.85%-83.0pp | 25.83%-5.9pp |
| Employer contribution / active EE | $897 | $3,224-72.2% | $4,425-79.7% | $2,584-65.3% |
| Participant deferral / active EE | $1,632 | $6,322-74.2% | $7,759-79.0% | $4,194-61.1% |
| Admin fee / account holder | $5,072 | $7,838-35.3% | $13,620-62.8% | $7,856-35.4% |