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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 | $28,569 | $67,602-57.7% | $82,312-65.3% | $70,126-59.3% |
| Participation rate | 61.9% | 72.8%-10.9pp | 76.9%-15.0pp | 69.5%-7.6pp |
| Annual return | 14.08% | 21.57%-7.5pp | 25.88%-11.8pp | 73.15%-59.1pp |
| Employer contribution / active EE | $943 | $1,755-46.3% | $2,428-61.2% | $2,343-59.8% |
| Participant deferral / active EE | $1,253 | $2,987-58.1% | $3,706-66.2% | $3,332-62.4% |
| Admin fee / account holder | $4,072 | $4,512-9.7% | $5,608-27.4% | $4,645-12.3% |