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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 | $56,130 | $92,219-39.1% | $76,766-26.9% | $135,382-58.5% |
| Participation rate | 63.6% | 79.8%-16.1pp | 77.0%-13.3pp | 82.6%-19.0pp |
| Annual return | 2.67% | 5.46%-2.8pp | 2.43%+0.2pp | 519.77%-517.1pp |
| Employer contribution / active EE | $914 | $3,216-71.6% | $2,485-63.2% | $4,779-80.9% |
| Participant deferral / active EE | $1,172 | $4,508-74.0% | $3,851-69.6% | $5,609-79.1% |
| Admin fee / account holder | $7,104 | $10,749-33.9% | $6,675+6.4% | $10,829-34.4% |