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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 | $51,883 | $54,757-5.2% | $90,304-42.5% | $72,975-28.9% |
| Participation rate | 25.0% | 65.2%-40.2pp | 73.3%-48.3pp | 69.5%-44.5pp |
| Annual return | 17.48% | 30.63%-13.2pp | 78.13%-60.7pp | 81.01%-63.5pp |
| Employer contribution / active EE | $416 | $2,093-80.1% | $2,855-85.4% | $2,440-82.9% |
| Participant deferral / active EE | $527 | $2,887-81.7% | $3,885-86.4% | $3,608-85.4% |
| Admin fee / account holder | $4,064 | $3,973+2.3% | $5,354-24.1% | $5,124-20.7% |