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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 | $27,397 | $67,602-59.5% | $82,312-66.7% | $70,126-60.9% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.9%-8.9pp | 69.5%-1.5pp |
| Annual return | 17.60% | 21.57%-4.0pp | 25.88%-8.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $500 | $1,755-71.5% | $2,428-79.4% | $2,343-78.7% |
| Participant deferral / active EE | $1,343 | $2,987-55.0% | $3,706-63.8% | $3,332-59.7% |
| Admin fee / account holder | $10,152 | $4,512+125.0% | $5,608+81.0% | $4,645+118.5% |