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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 | $76,455 | $107,666-29.0% | $102,184-25.2% | $154,746-50.6% |
| Participation rate | 62.5% | 83.7%-21.2pp | 82.6%-20.1pp | 80.7%-18.2pp |
| Annual return | 12.25% | 29.33%-17.1pp | 31.58%-19.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $103 | $3,846-97.3% | $3,594-97.1% | $4,379-97.6% |
| Participant deferral / active EE | $853 | $8,719-90.2% | $8,309-89.7% | $6,730-87.3% |
| Admin fee / account holder | $3,409 | $12,943-73.7% | $11,609-70.6% | $14,365-76.3% |