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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 | $61,019 | $84,236-27.6% | $170,435-64.2% | $70,126-13.0% |
| Participation rate | 35.0% | 70.8%-35.8pp | 83.6%-48.6pp | 69.5%-34.5pp |
| Annual return | 20.73% | 23.06%-2.3pp | 205.94%-185.2pp | 73.15%-52.4pp |
| Employer contribution / active EE | $527 | $3,387-84.5% | $5,432-90.3% | $2,343-77.5% |
| Participant deferral / active EE | $784 | $3,086-74.6% | $4,939-84.1% | $3,332-76.5% |
| Admin fee / account holder | $2,589 | $5,698-54.6% | $13,881-81.3% | $4,645-44.3% |