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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 | $64,122 | $90,486-29.1% | $78,676-18.5% | $273,972-76.6% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 6.94% | 75.62%-68.7pp | 62.19%-55.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $306 | $3,175-90.4% | $2,850-89.3% | $4,869-93.7% |
| Participant deferral / active EE | $306 | $3,901-92.2% | $3,517-91.3% | $5,287-94.2% |
| Admin fee / account holder | $704 | $5,263-86.6% | $4,510-84.4% | $10,133-93.1% |