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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 | $72,220 | $95,453-24.3% | $112,040-35.5% | $82,448-12.4% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 18.39% | 23.92%-5.5pp | 24.52%-6.1pp | 41.64%-23.3pp |
| Employer contribution / active EE | $749 | $2,318-67.7% | $2,954-74.6% | $2,551-70.6% |
| Participant deferral / active EE | $1,895 | $4,224-55.1% | $5,098-62.8% | $4,139-54.2% |
| Admin fee / account holder | $3,159 | $9,013-65.0% | $12,098-73.9% | $7,234-56.3% |