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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 | $30,684 | $83,485-63.2% | $125,192-75.5% | $72,975-58.0% |
| Participation rate | 42.4% | 73.3%-30.9pp | 79.8%-37.4pp | 69.5%-27.1pp |
| Annual return | 31.13% | 25.77%+5.4pp | 43.79%-12.7pp | 81.01%-49.9pp |
| Employer contribution / active EE | $1,611 | $2,346-31.3% | $3,866-58.3% | $2,440-34.0% |
| Participant deferral / active EE | $1,619 | $3,586-54.8% | $4,937-67.2% | $3,608-55.1% |
| Admin fee / account holder | $812 | $5,518-85.3% | $9,704-91.6% | $5,124-84.2% |