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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 | $72,047 | $81,262-11.3% | $155,602-53.7% | $80,911-11.0% |
| Participation rate | 24.5% | 66.2%-41.7pp | 78.2%-53.7pp | 67.6%-43.1pp |
| Annual return | 10.92% | 33.34%-22.4pp | 64.81%-53.9pp | 35.63%-24.7pp |
| Employer contribution / active EE | $409 | $3,102-86.8% | $4,675-91.2% | $2,756-85.1% |
| Participant deferral / active EE | $720 | $3,451-79.1% | $5,629-87.2% | $4,297-83.2% |
| Admin fee / account holder | $3,772 | $7,992-52.8% | $15,923-76.3% | $6,935-45.6% |