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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 | $76,407-9.9% | $150,298-54.2% | $82,448-16.5% |
| Participation rate | 25.4% | 66.4%-41.0pp | 77.8%-52.4pp | 68.1%-42.7pp |
| Annual return | 21.21% | 39.99%-18.8pp | 62.79%-41.6pp | 41.64%-20.4pp |
| Employer contribution / active EE | $484 | $2,614-81.5% | $4,154-88.3% | $2,551-81.0% |
| Participant deferral / active EE | $767 | $3,214-76.1% | $5,453-85.9% | $4,139-81.5% |
| Admin fee / account holder | $4,688 | $6,352-26.2% | $14,116-66.8% | $7,234-35.2% |