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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 | $38,429 | $86,288-55.5% | $111,306-65.5% | $85,851-55.2% |
| Participation rate | 64.6% | 73.3%-8.8pp | 77.3%-12.7pp | 69.3%-4.7pp |
| Annual return | 15.12% | 19.99%-4.9pp | 54.67%-39.6pp | 318.63%-303.5pp |
| Employer contribution / active EE | $608 | $2,044-70.2% | $2,732-77.7% | $2,565-76.3% |
| Participant deferral / active EE | $1,329 | $3,641-63.5% | $4,488-70.4% | $3,952-66.4% |
| Admin fee / account holder | $2,231 | $8,189-72.8% | $7,966-72.0% | $6,261-64.4% |