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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 | $57,577 | $86,949-33.8% | $102,460-43.8% | $80,959-28.9% |
| Participation rate | 36.0% | 72.4%-36.4pp | 76.5%-40.5pp | 67.7%-31.7pp |
| Annual return | 10.96% | 18.89%-7.9pp | 29.47%-18.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $879 | $2,370-62.9% | $3,025-70.9% | $2,757-68.1% |
| Participant deferral / active EE | $1,707 | $4,121-58.6% | $5,056-66.2% | $4,300-60.3% |
| Admin fee / account holder | $1,114 | $8,048-86.2% | $9,460-88.2% | $6,925-83.9% |