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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 | $25,702 | $52,580-51.1% | $71,671-64.1% | $70,131-63.4% |
| Participation rate | 55.6% | 60.9%-5.3pp | 68.7%-13.2pp | 69.5%-14.0pp |
| Annual return | 16.25% | 20.25%-4.0pp | 20.65%-4.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,565 | $1,616-3.2% | $2,460-36.4% | $2,342-33.2% |
| Participant deferral / active EE | $536 | $2,386-77.6% | $3,438-84.4% | $3,332-83.9% |
| Admin fee / account holder | $2,863 | $3,653-21.6% | $5,558-48.5% | $4,645-38.4% |