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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 | $67,815 | $72,273-6.2% | $101,275-33.0% | $79,856-15.1% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 18.87% | 22.30%-3.4pp | 46.48%-27.6pp | 31.71%-12.8pp |
| Employer contribution / active EE | $714 | $2,691-73.5% | $3,660-80.5% | $2,471-71.1% |
| Participant deferral / active EE | $773 | $3,282-76.4% | $4,371-82.3% | $3,741-79.3% |
| Admin fee / account holder | $994 | $4,401-77.4% | $5,948-83.3% | $5,306-81.3% |