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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 | $65,688 | $85,515-23.2% | $112,040-41.4% | $67,986-3.4% |
| Participation rate | 32.0% | 68.2%-36.2pp | 76.5%-44.5pp | 57.2%-25.2pp |
| Annual return | 14.66% | 29.68%-15.0pp | 24.52%-9.9pp | 31.67%-17.0pp |
| Employer contribution / active EE | $796 | $2,191-63.7% | $2,954-73.1% | $2,019-60.6% |
| Participant deferral / active EE | $1,336 | $4,014-66.7% | $5,098-73.8% | $3,358-60.2% |
| Admin fee / account holder | $6,961 | $3,774+84.5% | $12,098-42.5% | $3,203+117.3% |