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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 | $73,787-10.2% | $98,716-32.9% | $82,448-19.6% |
| Participation rate | 33.3% | 61.4%-28.1pp | 69.3%-36.0pp | 68.1%-34.7pp |
| Annual return | 14.67% | 18.57%-3.9pp | 31.81%-17.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $756 | $1,511-50.0% | $2,279-66.8% | $2,551-70.4% |
| Participant deferral / active EE | $1,128 | $3,081-63.4% | $4,048-72.1% | $4,139-72.8% |
| Admin fee / account holder | $1,306 | $6,500-79.9% | $8,703-85.0% | $7,234-81.9% |