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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 | $58,818 | $81,504-27.8% | $102,437-42.6% | $80,959-27.3% |
| Participation rate | 28.3% | 66.9%-38.5pp | 74.5%-46.2pp | 67.7%-39.4pp |
| Annual return | 14.96% | 25.60%-10.6pp | 24.95%-10.0pp | 35.67%-20.7pp |
| Employer contribution / active EE | $844 | $3,104-72.8% | $3,871-78.2% | $2,757-69.4% |
| Participant deferral / active EE | $1,400 | $3,871-63.8% | $5,060-72.3% | $4,300-67.5% |
| Admin fee / account holder | $485 | $6,719-92.8% | $8,388-94.2% | $6,925-93.0% |