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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 | $36,790 | $86,938-57.7% | $102,423-64.1% | $80,925-54.5% |
| Participation rate | 63.5% | 72.4%-8.9pp | 76.5%-13.0pp | 67.7%-4.1pp |
| Annual return | 10.78% | 18.89%-8.1pp | 29.42%-18.6pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,347 | $2,369-43.2% | $3,023-55.5% | $2,756-51.1% |
| Participant deferral / active EE | $1,761 | $4,120-57.3% | $5,054-65.1% | $4,299-59.0% |
| Admin fee / account holder | $8,739 | $8,053+8.5% | $9,455-7.6% | $6,940+25.9% |