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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 | $44,760 | $86,949-48.5% | $102,460-56.3% | $80,959-44.7% |
| Participation rate | 63.9% | 72.4%-8.4pp | 76.5%-12.6pp | 67.7%-3.7pp |
| Annual return | 12.70% | 18.89%-6.2pp | 29.47%-16.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $707 | $2,370-70.2% | $3,025-76.6% | $2,757-74.3% |
| Participant deferral / active EE | $1,451 | $4,121-64.8% | $5,056-71.3% | $4,300-66.3% |
| Admin fee / account holder | $9,322 | $8,048+15.8% | $9,460-1.5% | $6,925+34.6% |