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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 | $46,459 | $62,589-25.8% | $76,768-39.5% | $64,173-27.6% |
| Participation rate | 65.7% | 72.8%-7.1pp | 77.0%-11.2pp | 69.6%-3.9pp |
| Annual return | 9.23% | -1.95%+11.2pp | 2.43%+6.8pp | 7.63%+1.6pp |
| Employer contribution / active EE | $703 | $1,832-61.6% | $2,485-71.7% | $2,381-70.5% |
| Participant deferral / active EE | $1,037 | $3,145-67.0% | $3,852-73.1% | $3,470-70.1% |
| Admin fee / account holder | $2,393 | $4,667-48.7% | $6,675-64.2% | $4,887-51.0% |