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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 | $68,476 | $95,453-28.3% | $112,040-38.9% | $82,448-16.9% |
| Participation rate | 35.7% | 72.8%-37.0pp | 76.5%-40.8pp | 68.1%-32.4pp |
| Annual return | 18.17% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $986 | $2,318-57.5% | $2,954-66.6% | $2,551-61.3% |
| Participant deferral / active EE | $1,254 | $4,224-70.3% | $5,098-75.4% | $4,139-69.7% |
| Admin fee / account holder | $4,001 | $9,013-55.6% | $12,098-66.9% | $7,234-44.7% |