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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 | $42,959 | $76,371-43.7% | $93,621-54.1% | $72,975-41.1% |
| Participation rate | 64.3% | 71.8%-7.5pp | 75.8%-11.5pp | 69.5%-5.2pp |
| Annual return | 18.38% | 25.82%-7.4pp | 32.76%-14.4pp | 81.01%-62.6pp |
| Employer contribution / active EE | $436 | $2,276-80.8% | $2,719-84.0% | $2,440-82.1% |
| Participant deferral / active EE | $1,316 | $3,538-62.8% | $4,070-67.7% | $3,608-63.5% |
| Admin fee / account holder | $2,304 | $6,839-66.3% | $7,890-70.8% | $5,124-55.0% |