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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 | $23,408 | $58,627-60.1% | $76,735-69.5% | $82,448-71.6% |
| Participation rate | 63.0% | 63.2%-0.3pp | 69.5%-6.5pp | 68.1%-5.1pp |
| Annual return | 13.58% | 39.10%-25.5pp | 29.77%-16.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $677 | $1,729-60.8% | $2,454-72.4% | $2,551-73.5% |
| Participant deferral / active EE | $876 | $3,134-72.1% | $4,088-78.6% | $4,139-78.8% |
| Admin fee / account holder | $3,187 | $5,323-40.1% | $7,189-55.7% | $7,234-55.9% |