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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 | $59,978 | $77,896-23.0% | $134,172-55.3% | $82,448-27.3% |
| Participation rate | 30.0% | 62.8%-32.8pp | 72.5%-42.5pp | 68.1%-38.1pp |
| Annual return | 16.04% | 18.21%-2.2pp | 25.30%-9.3pp | 41.64%-25.6pp |
| Employer contribution / active EE | $636 | $2,159-70.6% | $3,420-81.4% | $2,551-75.1% |
| Participant deferral / active EE | $884 | $3,162-72.0% | $4,690-81.1% | $4,139-78.6% |
| Admin fee / account holder | $6,206 | $6,336-2.1% | $12,016-48.4% | $7,234-14.2% |