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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 | $63,547 | $77,164-17.6% | $178,014-64.3% | $80,874-21.4% |
| Participation rate | 32.2% | 65.7%-33.5pp | 77.1%-44.9pp | 67.6%-35.4pp |
| Annual return | 13.91% | 18.09%-4.2pp | 294.80%-280.9pp | 35.62%-21.7pp |
| Employer contribution / active EE | $946 | $2,288-58.7% | $3,950-76.1% | $2,756-65.7% |
| Participant deferral / active EE | $1,064 | $4,408-75.9% | $6,276-83.1% | $4,297-75.2% |
| Admin fee / account holder | $5,825 | $7,164-18.7% | $10,362-43.8% | $6,935-16.0% |