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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 | $44,377 | $97,289-54.4% | $92,805-52.2% | $155,188-71.4% |
| Participation rate | 35.0% | 84.2%-49.2pp | 83.5%-48.5pp | 80.8%-45.8pp |
| Annual return | 34.92% | 29.03%+5.9pp | 31.59%+3.3pp | 148.84%-113.9pp |
| Employer contribution / active EE | $1,051 | $3,632-71.1% | $3,424-69.3% | $4,248-75.3% |
| Participant deferral / active EE | $2,261 | $8,795-74.3% | $8,448-73.2% | $6,531-65.4% |
| Admin fee / account holder | $88,926 | $12,015+640.1% | $10,911+715.0% | $14,480+514.1% |