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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 | $65,370 | $88,672-26.3% | $105,223-37.9% | $82,448-20.7% |
| Participation rate | 24.0% | 67.9%-43.9pp | 75.0%-51.0pp | 68.1%-44.1pp |
| Annual return | 18.08% | 30.86%-12.8pp | 180.65%-162.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $825 | $3,048-72.9% | $3,689-77.6% | $2,551-67.6% |
| Participant deferral / active EE | $1,486 | $4,036-63.2% | $5,072-70.7% | $4,139-64.1% |
| Admin fee / account holder | $415 | $7,146-94.2% | $8,859-95.3% | $7,234-94.3% |