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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 | $66,283 | $70,917-6.5% | $98,920-33.0% | $73,497-9.8% |
| Participation rate | 23.0% | 73.8%-50.8pp | 76.0%-53.1pp | 70.7%-47.7pp |
| Annual return | 15.21% | 34.18%-19.0pp | 196.47%-181.3pp | 28.51%-13.3pp |
| Employer contribution / active EE | $640 | $2,037-68.6% | $2,689-76.2% | $2,270-71.8% |
| Participant deferral / active EE | $1,455 | $3,501-58.4% | $4,245-65.7% | $3,740-61.1% |
| Admin fee / account holder | $2,185 | $535+308.6% | $6,643-67.1% | $513+325.9% |