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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 | $42,551 | $76,371-44.3% | $93,621-54.5% | $72,976-41.7% |
| Participation rate | 64.3% | 71.8%-7.5pp | 75.8%-11.5pp | 69.5%-5.2pp |
| Annual return | 19.44% | 25.82%-6.4pp | 32.76%-13.3pp | 81.02%-61.6pp |
| Employer contribution / active EE | $799 | $2,276-64.9% | $2,719-70.6% | $2,440-67.3% |
| Participant deferral / active EE | $1,129 | $3,538-68.1% | $4,070-72.3% | $3,608-68.7% |
| Admin fee / account holder | $5,898 | $6,839-13.8% | $7,890-25.2% | $5,124+15.1% |