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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 | $69,448 | $57,590+20.6% | $86,233-19.5% | $82,448-15.8% |
| Participation rate | 20.0% | 57.9%-37.9pp | 69.0%-49.0pp | 68.1%-48.1pp |
| Annual return | 16.62% | 22.41%-5.8pp | 61.39%-44.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $386 | $1,655-76.7% | $2,504-84.6% | $2,551-84.9% |
| Participant deferral / active EE | $717 | $3,080-76.7% | $4,559-84.3% | $4,139-82.7% |
| Admin fee / account holder | $768 | $4,730-83.8% | $8,342-90.8% | $7,234-89.4% |