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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 | $25,351 | $81,504-68.9% | $102,437-75.3% | $80,959-68.7% |
| Participation rate | 54.8% | 66.9%-12.0pp | 74.5%-19.7pp | 67.7%-12.8pp |
| Annual return | 12.97% | 25.60%-12.6pp | 24.95%-12.0pp | 35.67%-22.7pp |
| Employer contribution / active EE | $4,047 | $3,104+30.4% | $3,871+4.6% | $2,757+46.8% |
| Participant deferral / active EE | $452 | $3,871-88.3% | $5,060-91.1% | $4,300-89.5% |
| Admin fee / account holder | $5,611 | $6,719-16.5% | $8,388-33.1% | $6,925-19.0% |