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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 | $34,867 | $101,798-65.7% | $165,071-78.9% | $80,935-56.9% |
| Participation rate | 62.7% | 71.8%-9.1pp | 78.6%-15.9pp | 67.7%-4.9pp |
| Annual return | 21.48% | 16.73%+4.8pp | 70.17%-48.7pp | 35.66%-14.2pp |
| Employer contribution / active EE | $1,320 | $2,954-55.3% | $4,347-69.6% | $2,757-52.1% |
| Participant deferral / active EE | $641 | $4,476-85.7% | $6,035-89.4% | $4,299-85.1% |
| Admin fee / account holder | $1,199 | $8,221-85.4% | $12,695-90.6% | $6,924-82.7% |