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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 | $32,491 | $185,141-82.5% | $153,416-78.8% | $155,188-79.1% |
| Participation rate | 50.0% | 79.9%-29.9pp | 74.3%-24.3pp | 80.8%-30.8pp |
| Annual return | 15.28% | 18.72%-3.4pp | 17.84%-2.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,010 | $4,489-77.5% | $3,764-73.2% | $4,248-76.2% |
| Participant deferral / active EE | $1,081 | $5,477-80.3% | $4,723-77.1% | $6,531-83.5% |
| Admin fee / account holder | $7,723 | $16,005-51.7% | $13,095-41.0% | $14,480-46.7% |