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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 | $34,050 | $124,425-72.6% | $112,040-69.6% | $137,256-75.2% |
| Participation rate | 53.8% | 79.3%-25.5pp | 76.5%-22.6pp | 80.0%-26.1pp |
| Annual return | 12.93% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,200 | $3,411-64.8% | $2,954-59.4% | $4,156-71.1% |
| Participant deferral / active EE | $804 | $5,718-85.9% | $5,098-84.2% | $6,407-87.5% |
| Admin fee / account holder | $4,454 | $15,207-70.7% | $12,098-63.2% | $12,270-63.7% |