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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 | $43,490 | $56,894-23.6% | $84,753-48.7% | $62,881-30.8% |
| Participation rate | 67.6% | 68.5%-1.0pp | 76.6%-9.0pp | 69.3%-1.7pp |
| Annual return | 6.11% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,369 | $2,400-1.3% | $3,574-33.7% | $2,281+3.9% |
| Participant deferral / active EE | $437 | $2,709-83.9% | $3,712-88.2% | $3,203-86.4% |
| Admin fee / account holder | $3,885 | $3,581+8.5% | $5,333-27.2% | $4,296-9.6% |