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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 | $51,768 | $78,423-34.0% | $95,964-46.1% | $79,856-35.2% |
| Participation rate | 35.4% | 73.5%-38.1pp | 77.1%-41.7pp | 69.6%-34.2pp |
| Annual return | 12.77% | 19.37%-6.6pp | 91.64%-78.9pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,696 | $1,945+38.6% | $2,541+6.1% | $2,471+9.1% |
| Participant deferral / active EE | $358 | $3,440-89.6% | $4,167-91.4% | $3,741-90.4% |
| Admin fee / account holder | $1,705 | $5,622-69.7% | $6,797-74.9% | $5,306-67.9% |