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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 | $59,031 | $67,602-12.7% | $82,312-28.3% | $70,126-15.8% |
| Participation rate | 69.0% | 72.8%-3.7pp | 76.9%-7.8pp | 69.5%-0.5pp |
| Annual return | 13.86% | 21.57%-7.7pp | 25.88%-12.0pp | 73.15%-59.3pp |
| Employer contribution / active EE | $484 | $1,755-72.4% | $2,428-80.1% | $2,343-79.3% |
| Participant deferral / active EE | $1,231 | $2,987-58.8% | $3,706-66.8% | $3,332-63.1% |
| Admin fee / account holder | $3,601 | $4,512-20.2% | $5,608-35.8% | $4,645-22.5% |