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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 | $81,331-7.0% | $155,534-51.3% | $80,935-6.5% |
| Participation rate | 47.1% | 66.3%-19.2pp | 78.2%-31.2pp | 67.7%-20.6pp |
| Annual return | 15.18% | 33.37%-18.2pp | 64.92%-49.7pp | 35.66%-20.5pp |
| Employer contribution / active EE | $706 | $3,105-77.3% | $4,675-84.9% | $2,757-74.4% |
| Participant deferral / active EE | $837 | $3,454-75.8% | $5,630-85.1% | $4,299-80.5% |
| Admin fee / account holder | $3,738 | $7,999-53.3% | $15,900-76.5% | $6,924-46.0% |