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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 | $66,260 | $74,535-11.1% | $100,712-34.2% | $82,637-19.8% |
| Participation rate | 33.3% | 61.2%-27.8pp | 69.3%-35.9pp | 68.1%-34.7pp |
| Annual return | 14.67% | 18.92%-4.3pp | 33.27%-18.6pp | 53.51%-38.8pp |
| Employer contribution / active EE | $756 | $1,503-49.7% | $2,313-67.3% | $2,552-70.4% |
| Participant deferral / active EE | $1,128 | $3,074-63.3% | $4,085-72.4% | $4,126-72.7% |
| Admin fee / account holder | $1,306 | $6,576-80.1% | $9,256-85.9% | $7,339-82.2% |