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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 | $59,032 | $87,166-32.3% | $76,735-23.1% | $137,256-57.0% |
| Participation rate | 41.2% | 74.4%-33.2pp | 69.5%-28.3pp | 80.0%-38.8pp |
| Annual return | 14.35% | 26.50%-12.1pp | 29.77%-15.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $497 | $2,904-82.9% | $2,454-79.7% | $4,156-88.0% |
| Participant deferral / active EE | $773 | $4,726-83.6% | $4,088-81.1% | $6,407-87.9% |
| Admin fee / account holder | $11,120 | $8,403+32.3% | $7,189+54.7% | $12,270-9.4% |