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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 | $63,319 | $106,524-40.6% | $152,301-58.4% | $87,485-27.6% |
| Participation rate | 45.9% | 75.8%-29.8pp | 82.4%-36.5pp | 68.9%-23.0pp |
| Annual return | 17.07% | 26.89%-9.8pp | 80.50%-63.4pp | 26.06%-9.0pp |
| Employer contribution / active EE | $758 | $3,371-77.5% | $4,624-83.6% | $2,596-70.8% |
| Participant deferral / active EE | $2,188 | $6,525-66.5% | $8,004-72.7% | $4,274-48.8% |
| Admin fee / account holder | $3,539 | $8,287-57.3% | $14,398-75.4% | $7,775-54.5% |