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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 | $41,641 | $67,602-38.4% | $82,312-49.4% | $70,126-40.6% |
| Participation rate | 60.9% | 72.8%-11.8pp | 76.9%-16.0pp | 69.5%-8.6pp |
| Annual return | 14.42% | 21.57%-7.2pp | 25.88%-11.5pp | 73.15%-58.7pp |
| Employer contribution / active EE | $423 | $1,755-75.9% | $2,428-82.6% | $2,343-82.0% |
| Participant deferral / active EE | $1,078 | $2,987-63.9% | $3,706-70.9% | $3,332-67.6% |
| Admin fee / account holder | $3,302 | $4,512-26.8% | $5,608-41.1% | $4,645-28.9% |