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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 | $64,703 | $55,713+16.1% | $75,894-14.7% | $72,983-11.3% |
| Participation rate | 29.3% | 61.1%-31.9pp | 69.3%-40.0pp | 69.5%-40.2pp |
| Annual return | 22.48% | 27.60%-5.1pp | 30.76%-8.3pp | 81.01%-58.5pp |
| Employer contribution / active EE | $485 | $1,687-71.3% | $2,501-80.6% | $2,440-80.1% |
| Participant deferral / active EE | $558 | $2,634-78.8% | $3,603-84.5% | $3,608-84.5% |
| Admin fee / account holder | $7,600 | $3,980+90.9% | $5,420+40.2% | $5,124+48.3% |