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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 | $63,927 | $65,208-2.0% | $90,796-29.6% | $71,012-10.0% |
| Participation rate | 15.1% | 54.6%-39.6pp | 69.5%-54.4pp | 58.6%-43.5pp |
| Annual return | 17.26% | 18.25%-1.0pp | 19.29%-2.0pp | 37.67%-20.4pp |
| Employer contribution / active EE | $325 | $1,855-82.5% | $2,294-85.8% | $2,348-86.2% |
| Participant deferral / active EE | $733 | $2,737-73.2% | $3,822-80.8% | $3,246-77.4% |
| Admin fee / account holder | $1,600 | $1,639-2.3% | $7,024-77.2% | $1,167+37.1% |