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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 | $63,347 | $86,949-27.1% | $102,460-38.2% | $80,959-21.8% |
| Participation rate | 43.2% | 72.4%-29.2pp | 76.5%-33.3pp | 67.7%-24.5pp |
| Annual return | 12.63% | 18.89%-6.3pp | 29.47%-16.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $780 | $2,370-67.1% | $3,025-74.2% | $2,757-71.7% |
| Participant deferral / active EE | $1,096 | $4,121-73.4% | $5,056-78.3% | $4,300-74.5% |
| Admin fee / account holder | $6,552 | $8,048-18.6% | $9,460-30.7% | $6,925-5.4% |