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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 | $62,884 | $71,197-11.7% | $93,669-32.9% | $80,925-22.3% |
| Participation rate | 47.5% | 60.4%-12.9pp | 68.7%-21.2pp | 67.7%-20.2pp |
| Annual return | 13.15% | 11.27%+1.9pp | 133.59%-120.4pp | 35.65%-22.5pp |
| Employer contribution / active EE | $784 | $1,565-49.9% | $2,424-67.7% | $2,756-71.6% |
| Participant deferral / active EE | $934 | $4,036-76.9% | $4,416-78.8% | $4,299-78.3% |
| Admin fee / account holder | $1,032 | $6,959-85.2% | $8,291-87.6% | $6,940-85.1% |