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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 | $28,847 | $60,349-52.2% | $74,184-61.1% | $62,881-54.1% |
| Participation rate | 68.9% | 72.7%-3.8pp | 76.6%-7.7pp | 69.3%-0.4pp |
| Annual return | 22.11% | 21.38%+0.7pp | 17.74%+4.4pp | 20.14%+2.0pp |
| Employer contribution / active EE | $2,000 | $1,680+19.0% | $2,370-15.6% | $2,281-12.3% |
| Participant deferral / active EE | $1,223 | $2,856-57.2% | $3,550-65.6% | $3,203-61.8% |
| Admin fee / account holder | $2,376 | $4,261-44.2% | $5,586-57.5% | $4,296-44.7% |