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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 | $34,304 | $72,492-52.7% | $87,102-60.6% | $72,983-53.0% |
| Participation rate | 59.2% | 72.8%-13.6pp | 76.9%-17.7pp | 69.5%-10.3pp |
| Annual return | 22.19% | 24.46%-2.3pp | 28.19%-6.0pp | 81.01%-58.8pp |
| Employer contribution / active EE | $510 | $1,894-73.1% | $2,521-79.8% | $2,440-79.1% |
| Participant deferral / active EE | $1,250 | $3,270-61.8% | $4,048-69.1% | $3,608-65.3% |
| Admin fee / account holder | $2,108 | $5,055-58.3% | $7,491-71.9% | $5,124-58.9% |