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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 | $33,635 | $72,492-53.6% | $87,104-61.4% | $72,975-53.9% |
| Participation rate | 61.4% | 72.8%-11.4pp | 76.9%-15.5pp | 69.5%-8.1pp |
| Annual return | 20.46% | 24.46%-4.0pp | 28.19%-7.7pp | 81.01%-60.5pp |
| Employer contribution / active EE | $921 | $1,894-51.4% | $2,521-63.5% | $2,440-62.2% |
| Participant deferral / active EE | $1,359 | $3,270-58.4% | $4,048-66.4% | $3,608-62.3% |
| Admin fee / account holder | $2,773 | $5,055-45.1% | $7,491-63.0% | $5,124-45.9% |