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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 | $20,809 | $45,087-53.8% | $69,483-70.1% | $72,976-71.5% |
| Participation rate | 63.0% | 68.5%-5.5pp | 74.6%-11.6pp | 69.5%-6.5pp |
| Annual return | 5.67% | 22.67%-17.0pp | 28.99%-23.3pp | 81.02%-75.3pp |
| Employer contribution / active EE | $989 | $2,055-51.9% | $2,780-64.4% | $2,440-59.5% |
| Participant deferral / active EE | $587 | $2,603-77.4% | $3,537-83.4% | $3,608-83.7% |
| Admin fee / account holder | $3,930 | $3,057+28.6% | $3,841+2.3% | $5,124-23.3% |