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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 | $60,329 | $87,132-30.8% | $105,624-42.9% | $80,959-25.5% |
| Participation rate | 31.5% | 70.4%-38.9pp | 75.3%-43.8pp | 67.7%-36.2pp |
| Annual return | 12.32% | 17.03%-4.7pp | 116.20%-103.9pp | 35.67%-23.4pp |
| Employer contribution / active EE | $715 | $2,397-70.2% | $3,168-77.4% | $2,757-74.1% |
| Participant deferral / active EE | $1,103 | $3,985-72.3% | $5,013-78.0% | $4,300-74.3% |
| Admin fee / account holder | $7,167 | $8,449-15.2% | $10,961-34.6% | $6,925+3.5% |