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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 | $69,730 | $101,798-31.5% | $165,071-57.8% | $80,935-13.8% |
| Participation rate | 47.9% | 71.8%-23.9pp | 78.6%-30.7pp | 67.7%-19.7pp |
| Annual return | 12.57% | 16.73%-4.2pp | 70.17%-57.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $910 | $2,954-69.2% | $4,347-79.1% | $2,757-67.0% |
| Participant deferral / active EE | $1,818 | $4,476-59.4% | $6,035-69.9% | $4,299-57.7% |
| Admin fee / account holder | $3,024 | $8,221-63.2% | $12,695-76.2% | $6,924-56.3% |