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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 | $36,060 | $72,273-50.1% | $101,275-64.4% | $79,856-54.8% |
| Participation rate | 67.9% | 68.5%-0.6pp | 75.8%-8.0pp | 69.6%-1.8pp |
| Annual return | 22.47% | 22.30%+0.2pp | 46.48%-24.0pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,150 | $2,691-57.3% | $3,660-68.6% | $2,471-53.4% |
| Participant deferral / active EE | $1,279 | $3,282-61.0% | $4,371-70.7% | $3,741-65.8% |
| Admin fee / account holder | $4,505 | $4,401+2.4% | $5,948-24.3% | $5,306-15.1% |