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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 | $31,927 | $86,940-63.3% | $102,434-68.8% | $80,935-60.6% |
| Participation rate | 61.8% | 72.4%-10.6pp | 76.5%-14.7pp | 67.7%-5.9pp |
| Annual return | 10.63% | 18.89%-8.3pp | 29.46%-18.8pp | 35.66%-25.0pp |
| Employer contribution / active EE | $890 | $2,370-62.4% | $3,023-70.6% | $2,757-67.7% |
| Participant deferral / active EE | $1,110 | $4,121-73.1% | $5,055-78.0% | $4,299-74.2% |
| Admin fee / account holder | $1,806 | $8,047-77.6% | $9,462-80.9% | $6,924-73.9% |