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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 | $126,661-73.9% | $113,397-70.9% | $138,895-76.2% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.5%-15.0pp | 79.9%-18.4pp |
| Annual return | 12.26% | 25.05%-12.8pp | 23.20%-10.9pp | 145.39%-133.1pp |
| Employer contribution / active EE | $1,082 | $3,456-68.7% | $2,977-63.7% | $4,194-74.2% |
| Participant deferral / active EE | $1,273 | $5,693-77.6% | $5,076-74.9% | $6,396-80.1% |
| Admin fee / account holder | $10,220 | $14,549-29.8% | $11,957-14.5% | $12,562-18.6% |