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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 | $56,536 | $64,359-12.2% | $90,161-37.3% | $70,126-19.4% |
| Participation rate | 33.3% | 70.4%-37.1pp | 76.9%-43.5pp | 69.5%-36.2pp |
| Annual return | 16.91% | 28.13%-11.2pp | 34.89%-18.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $832 | $2,046-59.3% | $3,318-74.9% | $2,343-64.5% |
| Participant deferral / active EE | $1,772 | $4,389-59.6% | $5,287-66.5% | $3,332-46.8% |
| Admin fee / account holder | $557 | $3,945-85.9% | $5,943-90.6% | $4,645-88.0% |