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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 | $68,875 | $75,541-8.8% | $152,093-54.7% | $82,637-16.7% |
| Participation rate | 25.4% | 66.5%-41.1pp | 77.8%-52.4pp | 68.1%-42.7pp |
| Annual return | 21.21% | 32.56%-11.4pp | 66.36%-45.2pp | 53.51%-32.3pp |
| Employer contribution / active EE | $484 | $2,622-81.5% | $4,175-88.4% | $2,552-81.0% |
| Participant deferral / active EE | $767 | $3,206-76.1% | $5,451-85.9% | $4,126-81.4% |
| Admin fee / account holder | $4,688 | $6,405-26.8% | $14,497-67.7% | $7,339-36.1% |