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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 | $37,537 | $67,602-44.5% | $82,312-54.4% | $70,126-46.5% |
| Participation rate | 68.4% | 72.8%-4.4pp | 76.9%-8.5pp | 69.5%-1.1pp |
| Annual return | 17.04% | 21.57%-4.5pp | 25.88%-8.8pp | 73.15%-56.1pp |
| Employer contribution / active EE | $605 | $1,755-65.5% | $2,428-75.1% | $2,343-74.2% |
| Participant deferral / active EE | $1,088 | $2,987-63.6% | $3,706-70.6% | $3,332-67.3% |
| Admin fee / account holder | $2,627 | $4,512-41.8% | $5,608-53.1% | $4,645-43.4% |