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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 | $34,892 | $64,359-45.8% | $90,161-61.3% | $70,124-50.2% |
| Participation rate | 56.9% | 70.4%-13.5pp | 76.9%-20.0pp | 69.5%-12.6pp |
| Annual return | 15.89% | 28.13%-12.2pp | 34.89%-19.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $539 | $2,046-73.6% | $3,318-83.8% | $2,342-77.0% |
| Participant deferral / active EE | $1,654 | $4,389-62.3% | $5,287-68.7% | $3,332-50.4% |
| Admin fee / account holder | $1,941 | $3,945-50.8% | $5,943-67.3% | $4,645-58.2% |