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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 | $63,547 | $78,015-18.5% | $178,505-64.4% | $80,959-21.5% |
| Participation rate | 32.2% | 65.7%-33.4pp | 77.1%-44.9pp | 67.7%-35.4pp |
| Annual return | 13.91% | 18.10%-4.2pp | 27.16%-13.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $946 | $2,281-58.6% | $3,955-76.1% | $2,757-65.7% |
| Participant deferral / active EE | $1,064 | $4,406-75.9% | $6,280-83.1% | $4,300-75.3% |
| Admin fee / account holder | $5,825 | $7,160-18.6% | $10,428-44.1% | $6,925-15.9% |