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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 | $32,682 | $67,602-51.7% | $82,312-60.3% | $70,126-53.4% |
| Participation rate | 40.3% | 72.8%-32.5pp | 76.9%-36.6pp | 69.5%-29.2pp |
| Annual return | 13.39% | 21.57%-8.2pp | 25.88%-12.5pp | 73.15%-59.8pp |
| Employer contribution / active EE | $669 | $1,755-61.9% | $2,428-72.5% | $2,343-71.4% |
| Participant deferral / active EE | $1,035 | $2,987-65.3% | $3,706-72.1% | $3,332-68.9% |
| Admin fee / account holder | $6,458 | $4,512+43.1% | $5,608+15.2% | $4,645+39.0% |