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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 | $63,367 | $106,749-40.6% | $145,433-56.4% | $82,448-23.1% |
| Participation rate | 46.5% | 75.6%-29.1pp | 82.1%-35.6pp | 68.1%-21.6pp |
| Annual return | 14.63% | 27.59%-13.0pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $854 | $3,444-75.2% | $4,554-81.3% | $2,551-66.5% |
| Participant deferral / active EE | $1,917 | $6,519-70.6% | $7,897-75.7% | $4,139-53.7% |
| Admin fee / account holder | $6,743 | $8,390-19.6% | $13,129-48.6% | $7,234-6.8% |