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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 | $23,890 | $54,541-56.2% | $78,778-69.7% | $70,126-65.9% |
| Participation rate | 60.0% | 60.8%-0.8pp | 69.2%-9.2pp | 69.5%-9.5pp |
| Annual return | 14.14% | 21.07%-6.9pp | 35.62%-21.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $950 | $1,089-12.8% | $1,986-52.2% | $2,343-59.5% |
| Participant deferral / active EE | $155 | $2,210-93.0% | $2,958-94.7% | $3,332-95.3% |
| Admin fee / account holder | $3,715 | $3,709+0.2% | $5,134-27.6% | $4,645-20.0% |