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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 | $34,985 | $69,590-49.7% | $136,867-74.4% | $94,015-62.8% |
| Participation rate | 66.7% | 66.3%+0.3pp | 74.5%-7.9pp | 70.8%-4.2pp |
| Annual return | 15.36% | 19.62%-4.3pp | 42.97%-27.6pp | 17.84%-2.5pp |
| Employer contribution / active EE | $3,060 | $2,396+27.7% | $3,547-13.7% | $2,790+9.7% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $5,666 | $8,912-36.4% | $10,340-45.2% | $8,951-36.7% |