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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 | $81,276-6.9% | $155,574-51.4% | $80,925-6.5% |
| Participation rate | 47.1% | 66.2%-19.2pp | 78.2%-31.2pp | 67.7%-20.6pp |
| Annual return | 15.18% | 33.36%-18.2pp | 64.87%-49.7pp | 35.65%-20.5pp |
| Employer contribution / active EE | $706 | $3,103-77.3% | $4,676-84.9% | $2,756-74.4% |
| Participant deferral / active EE | $837 | $3,453-75.7% | $5,629-85.1% | $4,299-80.5% |
| Admin fee / account holder | $3,738 | $7,993-53.2% | $15,914-76.5% | $6,940-46.1% |