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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 | $35,549 | $91,559-61.2% | $133,978-73.5% | $79,856-55.5% |
| Participation rate | 61.3% | 73.3%-12.1pp | 79.8%-18.6pp | 69.6%-8.4pp |
| Annual return | 17.54% | 61.85%-44.3pp | 45.10%-27.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,148 | $2,384-51.8% | $3,919-70.7% | $2,471-53.5% |
| Participant deferral / active EE | $1,463 | $3,734-60.8% | $5,047-71.0% | $3,741-60.9% |
| Admin fee / account holder | $1,383 | $6,321-78.1% | $8,930-84.5% | $5,306-73.9% |