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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 | $33,081 | $81,504-59.4% | $102,437-67.7% | $80,959-59.1% |
| Participation rate | 64.0% | 66.9%-2.8pp | 74.5%-10.5pp | 67.7%-3.6pp |
| Annual return | 11.89% | 25.60%-13.7pp | 24.95%-13.1pp | 35.67%-23.8pp |
| Employer contribution / active EE | $13,547 | $3,104+336.5% | $3,871+250.0% | $2,757+391.3% |
| Participant deferral / active EE | $428 | $3,871-88.9% | $5,060-91.5% | $4,300-90.1% |
| Admin fee / account holder | $1,394 | $6,719-79.2% | $8,388-83.4% | $6,925-79.9% |