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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 | $35,311 | $56,287-37.3% | $80,977-56.4% | $62,881-43.8% |
| Participation rate | 61.8% | 68.9%-7.1pp | 75.8%-14.0pp | 69.3%-7.5pp |
| Annual return | 5.96% | 22.13%-16.2pp | 17.11%-11.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $272 | $1,943-86.0% | $3,715-92.7% | $2,281-88.1% |
| Participant deferral / active EE | $1,404 | $4,196-66.5% | $5,696-75.4% | $3,203-56.2% |
| Admin fee / account holder | $371 | $3,742-90.1% | $5,517-93.3% | $4,296-91.4% |