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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 | $33,688 | $58,828-42.7% | $78,002-56.8% | $62,881-46.4% |
| Participation rate | 62.4% | 71.1%-8.7pp | 75.5%-13.2pp | 69.3%-7.0pp |
| Annual return | 6.52% | 17.16%-10.6pp | 425.99%-419.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $754 | $1,672-54.9% | $2,470-69.5% | $2,281-66.9% |
| Participant deferral / active EE | $1,047 | $2,686-61.0% | $3,497-70.1% | $3,203-67.3% |
| Admin fee / account holder | $2,447 | $4,393-44.3% | $5,481-55.4% | $4,296-43.0% |