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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 | $39,460 | $45,082-12.5% | $69,464-43.2% | $72,975-45.9% |
| Participation rate | 63.0% | 68.5%-5.5pp | 74.6%-11.6pp | 69.5%-6.5pp |
| Annual return | 21.07% | 22.66%-1.6pp | 28.98%-7.9pp | 81.01%-59.9pp |
| Employer contribution / active EE | $610 | $2,055-70.3% | $2,779-78.0% | $2,440-75.0% |
| Participant deferral / active EE | $739 | $2,604-71.6% | $3,536-79.1% | $3,608-79.5% |
| Admin fee / account holder | $1,588 | $3,057-48.1% | $3,840-58.6% | $5,124-69.0% |