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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 | $31,116 | $87,733-64.5% | $106,555-70.8% | $85,847-63.8% |
| Participation rate | 64.5% | 71.9%-7.4pp | 76.1%-11.6pp | 69.3%-4.8pp |
| Annual return | 11.18% | 21.86%-10.7pp | 26.80%-15.6pp | 318.61%-307.4pp |
| Employer contribution / active EE | $1,735 | $2,073-16.3% | $2,819-38.5% | $2,565-32.4% |
| Participant deferral / active EE | $539 | $3,469-84.5% | $4,399-87.7% | $3,952-86.4% |
| Admin fee / account holder | $3,498 | $6,767-48.3% | $7,408-52.8% | $6,261-44.1% |