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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 | $72,348 | $77,962-7.2% | $178,540-59.5% | $80,935-10.6% |
| Participation rate | 21.4% | 65.7%-44.2pp | 77.1%-55.7pp | 67.7%-46.2pp |
| Annual return | 12.10% | 18.10%-6.0pp | 27.15%-15.0pp | 35.66%-23.6pp |
| Employer contribution / active EE | $486 | $2,280-78.7% | $3,953-87.7% | $2,757-82.4% |
| Participant deferral / active EE | $365 | $4,404-91.7% | $6,281-94.2% | $4,299-91.5% |
| Admin fee / account holder | $1,268 | $7,156-82.3% | $10,424-87.8% | $6,924-81.7% |