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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 | $34,041 | $124,425-72.6% | $112,040-69.6% | $137,256-75.2% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 21.48% | 24.72%-3.2pp | 24.52%-3.0pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,060 | $3,411-68.9% | $2,954-64.1% | $4,156-74.5% |
| Participant deferral / active EE | $1,497 | $5,718-73.8% | $5,098-70.6% | $6,407-76.6% |
| Admin fee / account holder | $4,293 | $15,207-71.8% | $12,098-64.5% | $12,270-65.0% |