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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 | $31,715 | $60,349-47.4% | $74,184-57.2% | $62,881-49.6% |
| Participation rate | 63.6% | 72.7%-9.1pp | 76.6%-13.0pp | 69.3%-5.7pp |
| Annual return | 13.01% | 21.38%-8.4pp | 17.74%-4.7pp | 20.14%-7.1pp |
| Employer contribution / active EE | $664 | $1,680-60.5% | $2,370-72.0% | $2,281-70.9% |
| Participant deferral / active EE | $1,228 | $2,856-57.0% | $3,550-65.4% | $3,203-61.7% |
| Admin fee / account holder | $890 | $4,261-79.1% | $5,586-84.1% | $4,296-79.3% |