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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 | $27,031 | $76,551-64.7% | $123,894-78.2% | $62,881-57.0% |
| Participation rate | 61.5% | 73.0%-11.4pp | 81.4%-19.9pp | 69.3%-7.8pp |
| Annual return | 6.25% | 18.68%-12.4pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,640 | $2,882-43.1% | $4,617-64.5% | $2,281-28.1% |
| Participant deferral / active EE | $734 | $4,840-84.8% | $5,984-87.7% | $3,203-77.1% |
| Admin fee / account holder | $2,512 | $4,826-47.9% | $8,357-69.9% | $4,296-41.5% |