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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 | $47,020 | $65,367-28.1% | $92,915-49.4% | $72,976-35.6% |
| Participation rate | 62.9% | 68.3%-5.5pp | 76.0%-13.1pp | 69.5%-6.6pp |
| Annual return | 17.53% | 42.11%-24.6pp | 109.45%-91.9pp | 81.02%-63.5pp |
| Employer contribution / active EE | $623 | $2,594-76.0% | $3,653-82.9% | $2,440-74.4% |
| Participant deferral / active EE | $641 | $3,128-79.5% | $4,238-84.9% | $3,608-82.2% |
| Admin fee / account holder | $1,109 | $4,251-73.9% | $5,796-80.9% | $5,124-78.3% |