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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 | $38,065 | $71,878-47.0% | $86,698-56.1% | $68,486-44.4% |
| Participation rate | 63.3% | 72.2%-8.9pp | 76.6%-13.3pp | 67.9%-4.6pp |
| Annual return | 2.45% | 3.53%-1.1pp | 35.95%-33.5pp | -7.85%+10.3pp |
| Employer contribution / active EE | $1,261 | $2,173-42.0% | $2,837-55.5% | $2,597-51.4% |
| Participant deferral / active EE | $1,627 | $3,779-56.9% | $4,656-65.1% | $4,028-59.6% |
| Admin fee / account holder | $502 | $6,113-91.8% | $7,493-93.3% | $5,404-90.7% |