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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 | $62,561 | $99,875-37.4% | $146,866-57.4% | $86,983-28.1% |
| Participation rate | 36.0% | 75.8%-39.8pp | 82.5%-46.5pp | 69.5%-33.5pp |
| Annual return | 18.48% | 28.10%-9.6pp | 102.85%-84.4pp | 25.83%-7.4pp |
| Employer contribution / active EE | $660 | $3,224-79.5% | $4,425-85.1% | $2,584-74.5% |
| Participant deferral / active EE | $1,911 | $6,322-69.8% | $7,759-75.4% | $4,194-54.4% |
| Admin fee / account holder | $2,477 | $7,838-68.4% | $13,620-81.8% | $7,856-68.5% |