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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 | $35,168 | $64,359-45.4% | $90,161-61.0% | $70,126-49.9% |
| Participation rate | 69.1% | 70.4%-1.3pp | 76.9%-7.8pp | 69.5%-0.4pp |
| Annual return | 17.71% | 28.13%-10.4pp | 34.89%-17.2pp | 73.15%-55.4pp |
| Employer contribution / active EE | $760 | $2,046-62.8% | $3,318-77.1% | $2,343-67.5% |
| Participant deferral / active EE | $1,633 | $4,389-62.8% | $5,287-69.1% | $3,332-51.0% |
| Admin fee / account holder | $4,944 | $3,945+25.3% | $5,943-16.8% | $4,645+6.4% |