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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 | $33,049 | $124,425-73.4% | $112,040-70.5% | $137,256-75.9% |
| Participation rate | 61.5% | 79.3%-17.8pp | 76.5%-15.0pp | 80.0%-18.4pp |
| Annual return | 12.26% | 24.72%-12.5pp | 24.52%-12.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,082 | $3,411-68.3% | $2,954-63.4% | $4,156-74.0% |
| Participant deferral / active EE | $1,273 | $5,718-77.7% | $5,098-75.0% | $6,407-80.1% |
| Admin fee / account holder | $10,220 | $15,207-32.8% | $12,098-15.5% | $12,270-16.7% |