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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 | $62,941 | $93,598-32.8% | $135,974-53.7% | $75,173-16.3% |
| Participation rate | 35.2% | 75.2%-40.0pp | 81.9%-46.7pp | 67.2%-32.0pp |
| Annual return | 20.80% | 30.89%-10.1pp | 68.30%-47.5pp | 160.72%-139.9pp |
| Employer contribution / active EE | $2,670 | $3,538-24.5% | $4,859-45.0% | $2,6710% |
| Participant deferral / active EE | $1,890 | $6,405-70.5% | $7,760-75.6% | $4,126-54.2% |
| Admin fee / account holder | $838 | $6,978-88.0% | $10,767-92.2% | $5,651-85.2% |