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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 | $36,208 | $81,276-55.5% | $155,574-76.7% | $80,925-55.3% |
| Participation rate | 64.6% | 66.2%-1.7pp | 78.2%-13.6pp | 67.7%-3.1pp |
| Annual return | 11.77% | 33.36%-21.6pp | 64.87%-53.1pp | 35.65%-23.9pp |
| Employer contribution / active EE | $1,225 | $3,103-60.5% | $4,676-73.8% | $2,756-55.5% |
| Participant deferral / active EE | $811 | $3,453-76.5% | $5,629-85.6% | $4,299-81.1% |
| Admin fee / account holder | $676 | $7,993-91.5% | $15,914-95.8% | $6,940-90.3% |