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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 | $63,418 | $87,059-27.2% | $105,608-40.0% | $80,925-21.6% |
| Participation rate | 40.9% | 70.4%-29.5pp | 75.3%-34.4pp | 67.7%-26.7pp |
| Annual return | 14.97% | 17.05%-2.1pp | 116.50%-101.5pp | 35.65%-20.7pp |
| Employer contribution / active EE | $898 | $2,396-62.5% | $3,167-71.7% | $2,756-67.4% |
| Participant deferral / active EE | $1,587 | $3,986-60.2% | $5,010-68.3% | $4,299-63.1% |
| Admin fee / account holder | $7,562 | $8,443-10.4% | $11,028-31.4% | $6,940+9.0% |