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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 | $30,729 | $86,922-64.6% | $102,438-70.0% | $80,874-62.0% |
| Participation rate | 65.7% | 72.4%-6.7pp | 76.5%-10.8pp | 67.6%-1.9pp |
| Annual return | 15.78% | 18.90%-3.1pp | 29.37%-13.6pp | 35.62%-19.8pp |
| Employer contribution / active EE | $1,042 | $2,369-56.0% | $3,024-65.5% | $2,756-62.2% |
| Participant deferral / active EE | $1,063 | $4,119-74.2% | $5,054-79.0% | $4,297-75.3% |
| Admin fee / account holder | $2,733 | $8,050-66.1% | $9,448-71.1% | $6,935-60.6% |