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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 | $66,100 | $82,879-20.2% | $96,576-31.6% | $67,986-2.8% |
| Participation rate | 38.3% | 75.2%-36.8pp | 81.4%-43.1pp | 57.2%-18.9pp |
| Annual return | 15.50% | 36.90%-21.4pp | 38.47%-23.0pp | 31.67%-16.2pp |
| Employer contribution / active EE | $936 | $2,727-65.7% | $3,553-73.7% | $2,019-53.6% |
| Participant deferral / active EE | $2,175 | $6,976-68.8% | $7,956-72.7% | $3,358-35.2% |
| Admin fee / account holder | $4,150 | $2,783+49.1% | $11,381-63.5% | $3,203+29.6% |