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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 | $31,348 | $78,423-60.0% | $95,964-67.3% | $79,856-60.7% |
| Participation rate | 69.0% | 73.5%-4.5pp | 77.1%-8.1pp | 69.6%-0.6pp |
| Annual return | 14.22% | 19.37%-5.1pp | 91.64%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $815 | $1,945-58.1% | $2,541-67.9% | $2,471-67.0% |
| Participant deferral / active EE | $859 | $3,440-75.0% | $4,167-79.4% | $3,741-77.0% |
| Admin fee / account holder | $2,766 | $5,622-50.8% | $6,797-59.3% | $5,306-47.9% |