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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 | $28,654 | $112,729-74.6% | $98,716-71.0% | $137,256-79.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 13.94% | 38.48%-24.5pp | 31.81%-17.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $649 | $2,725-76.2% | $2,279-71.5% | $4,156-84.4% |
| Participant deferral / active EE | $699 | $4,640-84.9% | $4,048-82.7% | $6,407-89.1% |
| Admin fee / account holder | $3,012 | $10,129-70.3% | $8,703-65.4% | $12,270-75.5% |