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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 | $46,545 | $58,828-20.9% | $78,002-40.3% | $62,881-26.0% |
| Participation rate | 63.4% | 71.1%-7.6pp | 75.5%-12.1pp | 69.3%-5.9pp |
| Annual return | 6.78% | 17.16%-10.4pp | 425.99%-419.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $918 | $1,672-45.1% | $2,470-62.8% | $2,281-59.8% |
| Participant deferral / active EE | $1,091 | $2,686-59.4% | $3,497-68.8% | $3,203-65.9% |
| Admin fee / account holder | $6,254 | $4,393+42.4% | $5,481+14.1% | $4,296+45.6% |