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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 | $40,506 | $97,550-58.5% | $120,344-66.3% | $87,485-53.7% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.7%-14.2pp | 68.9%-6.4pp |
| Annual return | 13.87% | 18.41%-4.5pp | 20.30%-6.4pp | 26.06%-12.2pp |
| Employer contribution / active EE | $741 | $2,291-67.6% | $3,020-75.5% | $2,596-71.5% |
| Participant deferral / active EE | $1,470 | $4,230-65.2% | $5,135-71.4% | $4,274-65.6% |
| Admin fee / account holder | $4,504 | $9,543-52.8% | $12,742-64.7% | $7,775-42.1% |