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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 | $36,402 | $67,602-46.2% | $82,312-55.8% | $70,126-48.1% |
| Participation rate | 65.6% | 72.8%-7.1pp | 76.9%-11.3pp | 69.5%-3.9pp |
| Annual return | 16.02% | 21.57%-5.5pp | 25.88%-9.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $366 | $1,755-79.1% | $2,428-84.9% | $2,343-84.4% |
| Participant deferral / active EE | $1,114 | $2,987-62.7% | $3,706-70.0% | $3,332-66.6% |
| Admin fee / account holder | $1,522 | $4,512-66.3% | $5,608-72.9% | $4,645-67.2% |