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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 | $52,732 | $82,879-36.4% | $96,576-45.4% | $67,986-22.4% |
| Participation rate | 39.6% | 75.2%-35.6pp | 81.4%-41.8pp | 57.2%-17.6pp |
| Annual return | 18.73% | 36.90%-18.2pp | 38.47%-19.7pp | 31.67%-12.9pp |
| Employer contribution / active EE | $670 | $2,727-75.4% | $3,553-81.2% | $2,019-66.8% |
| Participant deferral / active EE | $1,423 | $6,976-79.6% | $7,956-82.1% | $3,358-57.6% |
| Admin fee / account holder | $1,876 | $2,783-32.6% | $11,381-83.5% | $3,203-41.4% |