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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 | $75,675 | $81,233-6.8% | $155,567-51.4% | $80,874-6.4% |
| Participation rate | 47.1% | 66.2%-19.2pp | 78.2%-31.1pp | 67.6%-20.6pp |
| Annual return | 15.18% | 33.33%-18.2pp | 64.74%-49.6pp | 35.62%-20.4pp |
| Employer contribution / active EE | $706 | $3,101-77.2% | $4,674-84.9% | $2,756-74.4% |
| Participant deferral / active EE | $837 | $3,452-75.7% | $5,628-85.1% | $4,297-80.5% |
| Admin fee / account holder | $3,738 | $7,998-53.3% | $15,916-76.5% | $6,935-46.1% |