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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 | $31,749 | $72,486-56.2% | $87,103-63.6% | $72,976-56.5% |
| Participation rate | 65.2% | 72.8%-7.7pp | 76.9%-11.7pp | 69.5%-4.3pp |
| Annual return | 19.62% | 24.46%-4.8pp | 28.19%-8.6pp | 81.02%-61.4pp |
| Employer contribution / active EE | $886 | $1,894-53.2% | $2,521-64.9% | $2,440-63.7% |
| Participant deferral / active EE | $1,126 | $3,270-65.6% | $4,049-72.2% | $3,608-68.8% |
| Admin fee / account holder | $1,642 | $5,055-67.5% | $7,491-78.1% | $5,124-68.0% |