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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 | $58,091 | $78,197-25.7% | $98,090-40.8% | $82,637-29.7% |
| Participation rate | 67.7% | 77.5%-9.7pp | 81.5%-13.8pp | 68.1%-0.3pp |
| Annual return | 15.39% | 40.25%-24.9pp | 37.05%-21.7pp | 53.51%-38.1pp |
| Employer contribution / active EE | $360 | $2,605-86.2% | $3,606-90.0% | $2,552-85.9% |
| Participant deferral / active EE | $2,417 | $6,636-63.6% | $7,845-69.2% | $4,126-41.4% |
| Admin fee / account holder | $2,918 | $14,832-80.3% | $11,815-75.3% | $7,339-60.2% |