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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 | $31,583 | $81,358-61.2% | $155,556-79.7% | $80,959-61.0% |
| Participation rate | 63.6% | 66.3%-2.6pp | 78.2%-14.6pp | 67.7%-4.0pp |
| Annual return | 12.38% | 33.39%-21.0pp | 64.84%-52.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $2,540 | $3,106-18.2% | $4,675-45.7% | $2,757-7.9% |
| Participant deferral / active EE | $695 | $3,455-79.9% | $5,631-87.7% | $4,300-83.8% |
| Admin fee / account holder | $2,773 | $7,994-65.3% | $15,885-82.5% | $6,925-60.0% |