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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 | $32,187 | $76,407-57.9% | $150,298-78.6% | $82,448-61.0% |
| Participation rate | 63.3% | 66.4%-3.1pp | 77.8%-14.5pp | 68.1%-4.8pp |
| Annual return | 16.83% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,589 | $2,614-1.0% | $4,154-37.7% | $2,551+1.5% |
| Participant deferral / active EE | $807 | $3,214-74.9% | $5,453-85.2% | $4,139-80.5% |
| Admin fee / account holder | $6,929 | $6,352+9.1% | $14,116-50.9% | $7,234-4.2% |