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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 | $35,100 | $93,598-62.5% | $135,974-74.2% | $75,173-53.3% |
| Participation rate | 54.3% | 75.2%-20.9pp | 81.9%-27.6pp | 67.2%-12.9pp |
| Annual return | 19.60% | 30.89%-11.3pp | 68.30%-48.7pp | 160.72%-141.1pp |
| Employer contribution / active EE | $1,649 | $3,538-53.4% | $4,859-66.1% | $2,671-38.3% |
| Participant deferral / active EE | $2,356 | $6,405-63.2% | $7,760-69.6% | $4,126-42.9% |
| Admin fee / account holder | $749 | $6,978-89.3% | $10,767-93.0% | $5,651-86.7% |