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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 | $70,202 | $101,752-31.0% | $164,928-57.4% | $80,911-13.2% |
| Participation rate | 35.1% | 71.8%-36.7pp | 78.6%-43.5pp | 67.6%-32.5pp |
| Annual return | 13.68% | 16.73%-3.0pp | 70.08%-56.4pp | 35.63%-22.0pp |
| Employer contribution / active EE | $885 | $2,953-70.0% | $4,343-79.6% | $2,756-67.9% |
| Participant deferral / active EE | $1,159 | $4,477-74.1% | $6,034-80.8% | $4,297-73.0% |
| Admin fee / account holder | $1,714 | $8,218-79.1% | $12,684-86.5% | $6,935-75.3% |