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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 | $62,639 | $78,197-19.9% | $98,090-36.1% | $82,637-24.2% |
| Participation rate | 60.4% | 77.5%-17.1pp | 81.5%-21.1pp | 68.1%-7.6pp |
| Annual return | 16.41% | 40.25%-23.8pp | 37.05%-20.6pp | 53.51%-37.1pp |
| Employer contribution / active EE | $670 | $2,605-74.3% | $3,606-81.4% | $2,552-73.7% |
| Participant deferral / active EE | $1,662 | $6,636-75.0% | $7,845-78.8% | $4,126-59.7% |
| Admin fee / account holder | $1,326 | $14,832-91.1% | $11,815-88.8% | $7,339-81.9% |