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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 | $38,680 | $72,486-46.6% | $87,103-55.6% | $72,976-47.0% |
| Participation rate | 69.2% | 72.8%-3.6pp | 76.9%-7.6pp | 69.5%-0.3pp |
| Annual return | 16.53% | 24.46%-7.9pp | 28.19%-11.7pp | 81.02%-64.5pp |
| Employer contribution / active EE | $477 | $1,894-74.8% | $2,521-81.1% | $2,440-80.5% |
| Participant deferral / active EE | $1,322 | $3,270-59.6% | $4,049-67.3% | $3,608-63.4% |
| Admin fee / account holder | $3,960 | $5,055-21.7% | $7,491-47.1% | $5,124-22.7% |